-17.1%
SWKS vs NVT
+189.8%
-206.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.9% | +2.5% |
| 7D | +12.5% | +5.1% | +7.4% | +10.4% |
| 30D | +10.5% | -3.7% | +14.2% | +11.7% |
| 3M | -7.4% | -10.1% | +2.8% | -4.2% |
| 6M | +32.7% | +37.5% | -4.8% | +15.1% |
| YTD | +19.2% | +53.7% | -34.6% | -2.2% |
| 1Y | +2.4% | +70.9% | -68.5% | -20.4% |
| All | -17.1% | +189.8% | -206.9% | -54.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling