+34.6%
NEM vs SWKS
+22.9%
+11.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.1% | -4.0% | -4.1% |
| 7D | +11.6% | -3.1% | +14.8% | +12.1% |
| 30D | +1.8% | +8.3% | -6.5% | +0.4% |
| 3M | +2.5% | +20.2% | -17.7% | -1.2% |
| 6M | +3.4% | +24.9% | -21.5% | -0.2% |
| YTD | +20.9% | +33.2% | -12.2% | +16.6% |
| All | +34.6% | +22.9% | +11.7% | +34.6% |
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 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