+8,902.0%
SWKS vs NI
+5,476.3%
+3,425.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.7% | +1.9% | +1.5% |
| 7D | -6.2% | -0.9% | -5.2% | -5.8% |
| 30D | -1.5% | +9.6% | -11.1% | -5.2% |
| 3M | +23.0% | +2.5% | +20.5% | +21.5% |
| 6M | +27.6% | -5.8% | +33.4% | +30.0% |
| YTD | +32.3% | +8.6% | +23.8% | +26.8% |
| 1Y | +20.1% | +6.0% | +14.1% | +16.1% |
| 3Y | +0.6% | +91.0% | -90.4% | -25.0% |
| 5Y | -42.3% | +104.8% | -147.1% | -58.9% |
| 10Y | +35.9% | +176.7% | -140.8% | -17.9% |
| All | +8,902.0% | +5,476.3% | +3,425.7% | +2,082.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling