+32.4%
SWKS vs NUE
+468.0%
-435.6%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -1.0% | 0.0% |
| 7D | -2.7% | -10.2% | +7.5% | +1.9% |
| 30D | +8.5% | -0.4% | +8.9% | +8.4% |
| 3M | +17.3% | -8.4% | +25.7% | +21.2% |
| 6M | +25.1% | +10.1% | +15.0% | +18.8% |
| YTD | +33.3% | +54.1% | -20.7% | +8.5% |
| 1Y | +22.9% | +74.7% | -51.8% | -5.6% |
| 3Y | +5.5% | +72.0% | -66.4% | -21.2% |
| 5Y | -41.9% | +136.4% | -178.3% | -64.4% |
| 10Y | +32.4% | +434.6% | -402.2% | -53.7% |
| All | +32.4% | +468.0% | -435.6% | -53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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