+32.7%
SWKS vs NVTS
+28.8%
+3.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.3% | -2.8% | +2.0% |
| 7D | +12.5% | +2.7% | +9.8% | +11.7% |
| 30D | +10.5% | -4.5% | +14.9% | +11.1% |
| 3M | -7.4% | -61.5% | +54.1% | +12.9% |
| 6M | +32.7% | +28.0% | +4.7% | +31.9% |
| All | +32.7% | +28.8% | +3.8% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 6mo: compounded portfolio wealth divided by compounded NVTS 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…
6mo analysis · Full analysis span regression · 6 months rolling