-25.2%
SWKS vs NI
+71.5%
-96.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.2% | +3.7% |
| 7D | +12.5% | +2.0% | +10.5% | +12.0% |
| 30D | +10.5% | -3.5% | +14.0% | +11.2% |
| 3M | -7.4% | -9.1% | +1.7% | -5.8% |
| 6M | +32.7% | -11.8% | +44.5% | +35.9% |
| YTD | +19.2% | +1.1% | +18.1% | +17.8% |
| 1Y | +2.4% | +6.7% | -4.3% | -0.4% |
| All | -25.2% | +71.5% | -96.8% | -35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling