-13.4%
SWKS vs NVD
-98.9%
+85.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -5.5% | +6.7% | +0.4% |
| 7D | -6.2% | +16.8% | -23.0% | -3.6% |
| 30D | -1.5% | +54.3% | -55.8% | +5.6% |
| 3M | +23.0% | +24.3% | -1.3% | +28.7% |
| 6M | +27.6% | +0.6% | +27.0% | +31.4% |
| YTD | +32.3% | -27.7% | +60.0% | +30.6% |
| 1Y | +20.1% | -29.4% | +49.5% | +18.9% |
| 3Y | +0.6% | -98.8% | +99.5% | -35.8% |
| All | -13.4% | -98.9% | +85.5% | -44.3% |
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