+85.2%
SWK vs UEC
-46.3%
+131.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -4.9% | +18.0% | +13.7% |
| 7D | +17.9% | -13.8% | +31.7% | +20.1% |
| 30D | +31.9% | -23.1% | +55.0% | +36.4% |
| 3M | +16.6% | -31.5% | +48.1% | +22.2% |
| 6M | +61.1% | -51.5% | +112.6% | +74.4% |
| YTD | +64.2% | -38.4% | +102.7% | +71.0% |
| 1Y | +85.2% | -44.7% | +129.9% | +92.5% |
| All | +85.2% | -46.3% | +131.6% | +92.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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