+2.9%
SWKS vs NUE
+76.1%
-73.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.8% | +3.6% | +2.6% |
| 7D | +11.8% | +1.8% | +10.0% | +11.0% |
| 30D | +6.7% | -6.0% | +12.7% | +9.4% |
| 3M | 0.0% | +1.4% | -1.4% | -0.8% |
| 6M | +38.7% | +52.8% | -14.1% | +13.1% |
| YTD | +21.4% | +58.1% | -36.8% | -3.3% |
| 1Y | +2.9% | +80.4% | -77.5% | -25.1% |
| All | +2.9% | +76.1% | -73.2% | -25.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling