+17.9%
SWKS vs NIO
-43.5%
+61.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.9% | -4.7% | +0.4% |
| 7D | -6.2% | +5.6% | -11.8% | -6.9% |
| 30D | -1.5% | -4.2% | +2.8% | -1.0% |
| 3M | +23.0% | -26.3% | +49.3% | +27.7% |
| 6M | +27.6% | -42.5% | +70.1% | +36.5% |
| YTD | +32.3% | -33.5% | +65.8% | +37.4% |
| 1Y | +20.1% | -52.7% | +72.8% | +30.7% |
| 3Y | +0.6% | -57.5% | +58.1% | +4.9% |
| 5Y | -42.3% | -92.0% | +49.7% | -30.1% |
| All | +17.9% | -43.5% | +61.4% | +9.3% |
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