+18.9%
SWKS vs NI
+9.5%
+9.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.5% | -4.4% | -2.9% |
| 7D | -4.9% | +3.9% | -8.9% | -5.0% |
| 30D | -1.2% | +15.3% | -16.5% | -1.1% |
| 3M | +24.2% | +2.4% | +21.8% | +24.4% |
| 6M | +21.5% | -4.5% | +26.0% | +22.5% |
| YTD | +33.5% | +11.4% | +22.1% | +30.5% |
| 1Y | +18.9% | +8.5% | +10.4% | +16.2% |
| All | +18.9% | +9.5% | +9.4% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 1y: compounded portfolio wealth divided by compounded NI 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…
1y analysis · Full analysis span regression · 6 months rolling