+7,238.0%
NEE vs SWK
+1,275.2%
+5,962.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.9% | -1.6% | -0.9% |
| 7D | +1.9% | -0.4% | +2.4% | +2.0% |
| 30D | -2.2% | -5.7% | +3.6% | -1.0% |
| 3M | -1.2% | +24.1% | -25.2% | -5.7% |
| 6M | -8.6% | +24.7% | -33.3% | -13.2% |
| YTD | +6.2% | +33.9% | -27.8% | -0.9% |
| 1Y | +21.1% | +34.7% | -13.6% | +12.4% |
| 3Y | +36.4% | +15.3% | +21.1% | +27.7% |
| 5Y | +11.4% | -39.3% | +50.6% | +15.7% |
| 10Y | +250.0% | +2.5% | +247.5% | +211.1% |
| All | +7,238.0% | +1,275.2% | +5,962.8% | +3,837.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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