-5.2%
SWKS vs NVD
-98.5%
+93.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.9% | -4.0% | +0.5% |
| 7D | +9.4% | +28.6% | -19.2% | +13.7% |
| 30D | +17.0% | +73.6% | -56.7% | +27.7% |
| 3M | +28.9% | +70.1% | -41.1% | +41.4% |
| 6M | +33.1% | +53.6% | -20.4% | +45.9% |
| YTD | +44.8% | -7.0% | +51.8% | +48.6% |
| 1Y | +36.2% | -9.0% | +45.2% | +39.9% |
| 3Y | +11.5% | -98.3% | +109.8% | -24.7% |
| All | -5.2% | -98.5% | +93.3% | -36.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling