+8,007.1%
SWKS vs NUE
+14,617.8%
-6,610.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.1% | +3.7% |
| 7D | +12.5% | +4.2% | +8.3% | +10.7% |
| 30D | +10.5% | -5.0% | +15.5% | +12.6% |
| 3M | -7.4% | -0.2% | -7.2% | -7.8% |
| 6M | +32.7% | +49.1% | -16.5% | +12.2% |
| YTD | +19.2% | +61.0% | -41.8% | -2.4% |
| 1Y | +2.4% | +82.5% | -80.2% | -20.5% |
| 3Y | -25.6% | +57.9% | -83.5% | -40.3% |
| 5Y | -53.4% | +146.6% | -200.0% | -70.2% |
| 10Y | +23.2% | +561.6% | -538.4% | -50.0% |
| All | +8,007.1% | +14,617.8% | -6,610.6% | +1,379.8% |
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