+17.5%
SWK vs NVMI
+193.5%
-176.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +5.5% | -4.6% | -0.3% |
| 7D | -0.4% | +6.6% | -7.1% | -1.9% |
| 30D | -5.7% | -7.5% | +1.8% | -4.2% |
| 3M | +24.1% | -28.5% | +52.6% | +32.2% |
| 6M | +24.7% | -15.7% | +40.5% | +27.3% |
| YTD | +33.9% | +13.3% | +20.6% | +26.9% |
| 1Y | +34.7% | +48.3% | -13.6% | +19.5% |
| All | +17.5% | +193.5% | -176.0% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling