+51.6%
SWK vs NVMI
+192.6%
-141.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.8% | +1.6% | -1.5% |
| 7D | -2.0% | +16.9% | -18.8% | -5.3% |
| 30D | +24.6% | -4.3% | +28.9% | +25.2% |
| 3M | +10.8% | -19.3% | +30.1% | +15.2% |
| 6M | +46.1% | -33.6% | +79.6% | +56.5% |
| YTD | +56.8% | -0.2% | +57.1% | +51.9% |
| 1Y | +72.7% | +5.1% | +67.7% | +64.9% |
| All | +51.6% | +192.6% | -141.0% | -2.2% |
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 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