-24.6%
SWKS vs NXT
+228.5%
-253.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.7% | +4.6% | -1.0% |
| 7D | -9.2% | +24.7% | -33.9% | -12.6% |
| 30D | -1.9% | +13.0% | -15.0% | -4.3% |
| 3M | +21.2% | -0.2% | +21.5% | +20.4% |
| 6M | +12.9% | -19.3% | +32.2% | +15.1% |
| YTD | +30.7% | +14.3% | +16.4% | +25.2% |
| 1Y | +14.1% | -11.0% | +25.1% | +13.2% |
| 3Y | -1.7% | +167.8% | -169.5% | -22.3% |
| All | -24.6% | +228.5% | -253.1% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 all: compounded portfolio wealth divided by compounded NXT 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…
all analysis · Full analysis span regression · 6 months rolling