+48.4%
NU vs SWKS
-45.7%
+94.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.9% |
| 7D | +6.0% | +11.8% | -5.8% | +1.7% |
| 30D | +10.8% | +6.7% | +4.0% | +8.0% |
| 3M | +32.2% | 0.0% | +32.1% | +30.8% |
| 6M | +5.1% | +38.7% | -33.6% | -11.9% |
| YTD | -8.4% | +21.4% | -29.8% | -19.3% |
| 1Y | +0.7% | +2.9% | -2.2% | -5.1% |
| 3Y | +125.1% | -16.4% | +141.5% | +111.2% |
| All | +48.4% | -45.7% | +94.1% | +93.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling