+281.9%
NEE vs SWKS
+37.5%
+244.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.2% |
| 7D | +2.2% | -2.7% | +4.9% | +2.5% |
| 30D | +12.3% | +8.5% | +3.8% | +10.8% |
| 3M | +3.4% | +17.3% | -13.9% | +0.2% |
| 6M | -5.3% | +25.1% | -30.4% | -10.0% |
| YTD | +10.6% | +33.3% | -22.8% | +3.4% |
| 1Y | +6.5% | +22.9% | -16.4% | +0.9% |
| 3Y | +73.5% | +5.5% | +68.0% | +61.7% |
| 5Y | +17.0% | -41.9% | +58.9% | +19.6% |
| 10Y | +281.9% | +32.4% | +249.4% | +221.6% |
| All | +281.9% | +37.5% | +244.4% | +221.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 10y: compounded portfolio wealth divided by compounded SWKS 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…
10y analysis · Full analysis span regression · 6 months rolling