+3.1%
NEE vs SWKS
+30.3%
-27.1%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.0% | -6.3% | -0.4% |
| 7D | -2.8% | +5.7% | -8.5% | -2.8% |
| 30D | +9.5% | +17.3% | -7.8% | +9.2% |
| 3M | +1.0% | +28.3% | -27.2% | +0.6% |
| 6M | -8.0% | +26.1% | -34.0% | -8.6% |
| YTD | +9.4% | +41.1% | -31.6% | +8.5% |
| 1Y | +3.1% | +31.4% | -28.3% | +2.3% |
| All | +3.1% | +30.3% | -27.1% | +2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling