+24.8%
SWK vs NVMI
+42.2%
-17.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.3% | -4.2% | -3.1% |
| 7D | +0.1% | +11.7% | -11.6% | -2.4% |
| 30D | -8.9% | -4.0% | -4.9% | -8.3% |
| 3M | +20.5% | -25.8% | +46.3% | +27.5% |
| 6M | +27.1% | -8.3% | +35.4% | +27.3% |
| YTD | +30.2% | +14.8% | +15.3% | +21.2% |
| 1Y | +24.8% | +37.9% | -13.1% | +13.2% |
| All | +24.8% | +42.2% | -17.4% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded NVMI 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling