+16.5%
SWKS vs NIO
-46.7%
+63.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.0% | +1.0% | -1.6% |
| 7D | -9.2% | -3.6% | -5.6% | -8.8% |
| 30D | -1.9% | -8.0% | +6.1% | -0.9% |
| 3M | +21.2% | -31.2% | +52.4% | +27.1% |
| 6M | +12.9% | -45.8% | +58.7% | +21.8% |
| YTD | +30.7% | -37.3% | +68.0% | +36.9% |
| 1Y | +14.1% | -56.1% | +70.2% | +25.5% |
| 3Y | -1.7% | -61.1% | +59.4% | +3.7% |
| 5Y | -43.0% | -92.4% | +49.4% | -30.4% |
| All | +16.5% | -46.7% | +63.1% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NIO.
Daily Out/Under-Performance
Portfolio return minus NIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NIO 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 10y: compounded portfolio wealth divided by compounded NIO 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…
10y analysis · Full analysis span regression · 6 months rolling