+2.9%
SWKS vs NVT
+75.6%
-72.7%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.2% | -2.4% | +0.6% |
| 7D | +11.8% | +10.4% | +1.5% | +8.7% |
| 30D | +6.7% | -1.3% | +8.0% | +6.8% |
| 3M | 0.0% | -0.6% | +0.6% | -0.3% |
| 6M | +38.7% | +53.8% | -15.0% | +25.4% |
| YTD | +21.4% | +60.2% | -38.8% | +6.8% |
| 1Y | +2.9% | +76.8% | -73.9% | -15.0% |
| All | +2.9% | +75.6% | -72.7% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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