+5.3%
SWKS vs NVMI
+38.3%
-33.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.8% |
| 7D | +6.8% | +6.9% | -0.1% | +4.5% |
| 30D | +11.3% | -2.8% | +14.1% | +12.0% |
| 3M | +4.1% | -27.3% | +31.4% | +14.4% |
| 6M | +39.7% | -13.7% | +53.3% | +44.4% |
| YTD | +23.2% | +13.8% | +9.4% | +12.0% |
| 1Y | +5.3% | +34.9% | -29.6% | -12.6% |
| All | +5.3% | +38.3% | -33.0% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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