+62.0%
SWK vs NVDX
+357.5%
-295.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.0% | +4.2% | +0.5% |
| 7D | -1.4% | -24.7% | +23.4% | +0.4% |
| 30D | +25.5% | -48.2% | +73.6% | +30.5% |
| 3M | +11.8% | -51.9% | +63.7% | +16.6% |
| 6M | +48.7% | -55.6% | +104.3% | +55.2% |
| YTD | +57.2% | -41.5% | +98.7% | +59.8% |
| 1Y | +75.3% | -44.0% | +119.3% | +78.4% |
| 3Y | +51.9% | +262.2% | -210.3% | +34.1% |
| All | +62.0% | +357.5% | -295.5% | +36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling