-53.0%
SWKS vs NVMI
+266.4%
-319.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.5% | -2.0% | +1.1% |
| 7D | +12.5% | +6.6% | +5.9% | +9.4% |
| 30D | +10.5% | -7.5% | +18.0% | +13.9% |
| 3M | -7.4% | -28.5% | +21.1% | +5.4% |
| 6M | +32.7% | -15.7% | +48.4% | +37.8% |
| YTD | +19.2% | +13.3% | +5.9% | +6.0% |
| 1Y | +2.4% | +48.3% | -45.9% | -20.8% |
| 3Y | -25.6% | +191.2% | -216.9% | -64.6% |
| All | -53.0% | +266.4% | -319.4% | -80.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling