+8,902.0%
SWKS vs NUE
+13,742.9%
-4,841.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | -6.2% | -10.6% | +4.4% | -2.0% |
| 30D | -1.5% | -0.6% | -0.9% | -1.5% |
| 3M | +23.0% | -9.7% | +32.7% | +27.5% |
| 6M | +27.6% | +5.1% | +22.5% | +24.1% |
| YTD | +32.3% | +51.4% | -19.1% | +10.7% |
| 1Y | +20.1% | +71.3% | -51.2% | -4.4% |
| 3Y | +0.6% | +66.8% | -66.2% | -21.0% |
| 5Y | -42.3% | +134.8% | -177.1% | -62.2% |
| 10Y | +35.9% | +506.1% | -470.2% | -43.0% |
| All | +8,902.0% | +13,742.9% | -4,841.0% | +1,579.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling