-53.0%
SWKS vs NI
+95.1%
-148.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.2% | +3.7% |
| 7D | +12.5% | +2.0% | +10.5% | +11.8% |
| 30D | +10.5% | -3.5% | +14.0% | +11.6% |
| 3M | -7.4% | -9.1% | +1.7% | -5.0% |
| 6M | +32.7% | -11.8% | +44.5% | +37.3% |
| YTD | +19.2% | +1.1% | +18.1% | +17.7% |
| 1Y | +2.4% | +6.7% | -4.3% | -0.9% |
| 3Y | -25.6% | +71.1% | -96.7% | -39.6% |
| All | -53.0% | +95.1% | -148.1% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling