+7,661.9%
NEE vs SWK
+1,542.3%
+6,119.6%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.3% |
| 7D | +7.4% | +11.3% | -3.8% | +5.1% |
| 30D | +13.3% | +28.1% | -14.8% | +7.7% |
| 3M | +3.5% | +12.6% | -9.1% | +0.9% |
| 6M | -7.0% | +51.7% | -58.7% | -15.0% |
| YTD | +12.3% | +60.0% | -47.6% | +1.0% |
| 1Y | +10.5% | +72.7% | -62.1% | -2.3% |
| 3Y | +62.5% | +46.3% | +16.2% | +44.9% |
| 5Y | +18.0% | -24.6% | +42.6% | +17.4% |
| 10Y | +270.1% | +32.2% | +237.8% | +212.4% |
| All | +7,661.9% | +1,542.3% | +6,119.6% | +3,913.5% |
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