+2.9%
SWKS vs NI
+6.7%
-3.8%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.7% |
| 7D | +11.8% | +2.3% | +9.5% | +11.6% |
| 30D | +6.7% | -1.7% | +8.4% | +6.8% |
| 3M | 0.0% | -8.0% | +8.0% | +0.4% |
| 6M | +38.7% | -8.6% | +47.4% | +39.6% |
| YTD | +21.4% | +2.3% | +19.0% | +18.3% |
| 1Y | +2.9% | +6.9% | -4.0% | -1.0% |
| All | +2.9% | +6.7% | -3.8% | -1.0% |
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