-11.2%
SWKS vs NVDX
+833.4%
-844.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.9% | +5.7% | +2.4% |
| 7D | +11.8% | +7.3% | +4.5% | +10.7% |
| 30D | +6.7% | -0.9% | +7.7% | +6.5% |
| 3M | 0.0% | +8.4% | -8.4% | -1.9% |
| 6M | +38.7% | +38.2% | +0.6% | +29.1% |
| YTD | +21.4% | +19.3% | +2.1% | +14.5% |
| 1Y | +2.9% | +33.3% | -30.4% | -5.5% |
| All | -11.2% | +833.4% | -844.6% | -43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling