+5.3%
SWKS vs NVDX
+29.6%
-24.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.4% | +1.7% |
| 7D | +6.8% | -0.9% | +7.7% | +6.9% |
| 30D | +11.3% | +3.0% | +8.3% | +10.8% |
| 3M | +4.1% | +6.8% | -2.7% | +2.9% |
| 6M | +39.7% | +28.6% | +11.1% | +34.0% |
| YTD | +23.2% | +17.0% | +6.2% | +18.8% |
| 1Y | +5.3% | +27.0% | -21.7% | -0.1% |
| All | +5.3% | +29.6% | -24.3% | -0.1% |
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