+23.6%
SWKS vs NVDX
-44.8%
+68.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -11.0% | +10.8% | +0.6% |
| 7D | -3.1% | -34.6% | +31.5% | -0.3% |
| 30D | +8.3% | -47.9% | +56.2% | +13.1% |
| 3M | +20.2% | -44.4% | +64.7% | +24.8% |
| 6M | +24.9% | -47.3% | +72.3% | +28.7% |
| YTD | +33.2% | -36.9% | +70.0% | +35.4% |
| 1Y | +23.6% | -46.8% | +70.4% | +29.0% |
| All | +23.6% | -44.8% | +68.4% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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