+51.9%
SWK vs NVDX
+265.5%
-213.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | +0.5% |
| 7D | -1.4% | -24.7% | +23.4% | +0.3% |
| 30D | +25.5% | -48.2% | +73.6% | +30.4% |
| 3M | +11.8% | -51.9% | +63.7% | +16.5% |
| 6M | +48.7% | -55.6% | +104.3% | +55.1% |
| YTD | +57.2% | -41.5% | +98.7% | +59.7% |
| 1Y | +75.3% | -44.0% | +119.3% | +78.3% |
| 3Y | +51.9% | +262.2% | -210.3% | +39.4% |
| All | +51.9% | +265.5% | -213.5% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded NVDX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling