+5.5%
SWKS vs NVMI
+217.7%
-212.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.4% | -5.6% | -1.5% |
| 7D | -2.7% | +9.6% | -12.4% | -6.2% |
| 30D | +8.5% | -5.6% | +14.1% | +10.2% |
| 3M | +17.3% | -15.2% | +32.5% | +23.5% |
| 6M | +25.1% | -36.1% | +61.2% | +43.7% |
| YTD | +33.3% | +1.5% | +31.9% | +26.0% |
| 1Y | +22.9% | +8.3% | +14.6% | +12.7% |
| 3Y | +5.5% | +212.6% | -207.1% | -46.7% |
| All | +5.5% | +217.7% | -212.2% | -46.7% |
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