-29.9%
SWK vs NVMI
+140.3%
-170.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.0% | +3.2% | +1.0% |
| 7D | -1.4% | +1.5% | -2.9% | -1.8% |
| 30D | +25.5% | -4.1% | +29.5% | +26.0% |
| 3M | +11.8% | -22.8% | +34.5% | +18.3% |
| 6M | +48.7% | -36.9% | +85.6% | +63.2% |
| YTD | +57.2% | -3.2% | +60.4% | +51.6% |
| 1Y | +75.3% | +7.1% | +68.2% | +63.9% |
| 3Y | +51.9% | +181.5% | -129.5% | -3.4% |
| All | -29.9% | +140.3% | -170.2% | -56.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling