-26.3%
NU vs SWKS
+22.9%
-49.2%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.1% | -2.3% |
| 7D | +4.0% | -3.1% | +7.2% | +4.1% |
| 30D | -25.1% | +8.3% | -33.4% | -25.2% |
| 3M | -12.8% | +20.2% | -33.1% | -14.0% |
| 6M | -12.5% | +24.9% | -37.4% | -15.1% |
| YTD | -27.8% | +33.2% | -61.0% | -30.8% |
| All | -26.3% | +22.9% | -49.2% | -26.9% |
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