+584.3%
NUE vs SWK
-0.7%
+585.0%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.9% | +1.7% |
| 7D | -2.3% | -4.6% | +2.3% | -0.1% |
| 30D | -6.1% | -9.9% | +3.8% | -1.3% |
| 3M | +1.7% | +15.4% | -13.8% | -6.1% |
| 6M | +53.1% | +25.0% | +28.1% | +35.0% |
| YTD | +59.0% | +27.2% | +31.8% | +38.2% |
| 1Y | +85.3% | +24.6% | +60.7% | +61.7% |
| 3Y | +63.2% | +13.7% | +49.6% | +40.7% |
| 5Y | +146.8% | -41.5% | +188.3% | +194.7% |
| 10Y | +584.3% | +0.7% | +583.6% | +431.3% |
| All | +584.3% | -0.7% | +585.0% | +431.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 10y: compounded portfolio wealth divided by compounded SWK 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…
10y analysis · Full analysis span regression · 6 months rolling