+0.6%
SWKS vs NI
+87.8%
-87.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.3% |
| 7D | -6.2% | -0.9% | -5.2% | -6.0% |
| 30D | -1.5% | +9.6% | -11.1% | -3.3% |
| 3M | +23.0% | +2.5% | +20.5% | +22.4% |
| 6M | +27.6% | -5.8% | +33.4% | +29.3% |
| YTD | +32.3% | +8.6% | +23.8% | +28.5% |
| 1Y | +20.1% | +6.0% | +14.1% | +17.4% |
| 3Y | +0.6% | +91.0% | -90.4% | -19.4% |
| All | +0.6% | +87.8% | -87.2% | -19.4% |
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