-17.1%
SWKS vs NVMI
+198.0%
-215.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.5% | -2.0% | +1.6% |
| 7D | +12.5% | +6.6% | +5.9% | +10.0% |
| 30D | +10.5% | -7.5% | +18.0% | +13.3% |
| 3M | -7.4% | -28.5% | +21.1% | +3.2% |
| 6M | +32.7% | -15.7% | +48.4% | +37.6% |
| YTD | +19.2% | +13.3% | +5.9% | +9.0% |
| 1Y | +2.4% | +48.3% | -45.9% | -16.1% |
| All | -17.1% | +198.0% | -215.0% | -51.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling