+8,007.1%
SWKS vs NI
+5,092.7%
+2,914.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.6% | +4.2% | +3.8% |
| 7D | +12.5% | +2.0% | +10.5% | +11.6% |
| 30D | +10.5% | -3.5% | +14.0% | +12.1% |
| 3M | -7.4% | -9.1% | +1.7% | -4.0% |
| 6M | +32.7% | -11.8% | +44.5% | +39.0% |
| YTD | +19.2% | +1.1% | +18.1% | +17.8% |
| 1Y | +2.4% | +6.7% | -4.3% | -1.3% |
| 3Y | -25.6% | +71.1% | -96.7% | -42.1% |
| 5Y | -53.4% | +94.3% | -147.7% | -66.1% |
| 10Y | +23.2% | +135.8% | -112.6% | -20.5% |
| All | +8,007.1% | +5,092.7% | +2,914.5% | +1,927.9% |
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