+0.7%
NU vs SWKS
+3.4%
-2.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.4% |
| 7D | +6.0% | +11.8% | -5.8% | +4.8% |
| 30D | +10.8% | +6.7% | +4.0% | +9.9% |
| 3M | +32.2% | 0.0% | +32.1% | +31.2% |
| 6M | +5.1% | +38.7% | -33.6% | -3.0% |
| YTD | -8.4% | +21.4% | -29.8% | -12.6% |
| 1Y | +0.7% | +2.9% | -2.2% | -0.2% |
| All | +0.7% | +3.4% | -2.7% | -0.2% |
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