+40.2%
SWKS vs NI
+138.1%
-97.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.4% |
| 7D | +11.8% | +2.3% | +9.5% | +10.8% |
| 30D | +6.7% | -1.7% | +8.4% | +7.4% |
| 3M | 0.0% | -8.0% | +8.0% | +3.0% |
| 6M | +38.7% | -8.6% | +47.4% | +42.9% |
| YTD | +21.4% | +2.3% | +19.0% | +19.3% |
| 1Y | +2.9% | +6.9% | -4.0% | -0.8% |
| 3Y | -16.4% | +70.6% | -87.0% | -34.5% |
| 5Y | -51.2% | +96.4% | -147.5% | -64.5% |
| All | +40.2% | +138.1% | -97.9% | -5.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling