+20.8%
SWK vs UEC
+623.0%
-602.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.8% |
| 7D | -2.3% | +0.6% | -2.8% | -2.5% |
| 30D | +30.4% | -18.1% | +48.5% | +33.2% |
| 3M | +12.1% | -36.9% | +49.1% | +18.0% |
| 6M | +49.1% | -56.1% | +105.2% | +62.9% |
| YTD | +60.4% | -38.1% | +98.5% | +65.8% |
| 1Y | +78.3% | -41.7% | +120.0% | +84.7% |
| 3Y | +53.3% | +28.2% | +25.1% | +34.7% |
| 5Y | -27.0% | +31.7% | -58.7% | -40.6% |
| 10Y | +20.8% | +685.9% | -665.0% | -37.9% |
| All | +20.8% | +623.0% | -602.2% | -37.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling