+48.8%
NU vs SWKS
-46.7%
+95.4%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.5% | -5.5% | -3.3% |
| 7D | +7.5% | +12.5% | -5.0% | +2.9% |
| 30D | +6.1% | +10.5% | -4.3% | +2.1% |
| 3M | +26.8% | -7.4% | +34.2% | +29.1% |
| 6M | +2.5% | +32.7% | -30.2% | -12.5% |
| YTD | -8.2% | +19.2% | -27.3% | -18.5% |
| 1Y | +3.4% | +2.4% | +1.0% | -2.5% |
| 3Y | +116.2% | -25.6% | +141.8% | +119.7% |
| All | +48.8% | -46.7% | +95.4% | +95.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling