+18.9%
SWKS vs NVD
-27.4%
+46.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.5% | -9.4% | -2.5% |
| 7D | -4.9% | +15.0% | -19.9% | -4.0% |
| 30D | -1.2% | +39.3% | -40.5% | +1.2% |
| 3M | +24.2% | +3.1% | +21.0% | +25.3% |
| 6M | +21.5% | -19.0% | +40.5% | +23.1% |
| YTD | +33.5% | -35.5% | +69.0% | +32.4% |
| 1Y | +18.9% | -30.2% | +49.1% | +20.0% |
| All | +18.9% | -27.4% | +46.3% | +20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 1y: compounded portfolio wealth divided by compounded NVD 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…
1y analysis · Full analysis span regression · 6 months rolling