+24.0%
SWKS vs NVD
-7.4%
+31.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +10.9% | -11.0% | +0.6% |
| 7D | -3.1% | +43.9% | -47.0% | -0.4% |
| 30D | +8.3% | +74.0% | -65.7% | +12.9% |
| 3M | +20.2% | +48.3% | -28.1% | +24.4% |
| 6M | +24.9% | +30.3% | -5.4% | +28.4% |
| YTD | +33.2% | -12.9% | +46.0% | +35.0% |
| All | +24.0% | -7.4% | +31.4% | +27.8% |
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