+44.5%
SWK vs NVMI
-41.5%
+86.0%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +11.7% | -12.1% | -2.2% |
| 7D | +11.0% | +0.3% | +10.7% | +10.9% |
| 30D | +30.1% | -17.1% | +47.2% | +34.6% |
| 3M | +14.7% | -17.9% | +32.5% | +18.5% |
| 6M | +44.5% | -41.4% | +85.9% | +57.7% |
| All | +44.5% | -41.5% | +86.0% | +57.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling