+77.5%
SWK vs UEC
-47.1%
+124.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.8% | -7.2% | -1.2% |
| 7D | +11.0% | -10.2% | +21.3% | +12.4% |
| 30D | +30.1% | -26.9% | +57.0% | +35.2% |
| 3M | +14.7% | -35.7% | +50.3% | +21.0% |
| 6M | +44.5% | -56.1% | +100.6% | +58.1% |
| YTD | +59.4% | -40.8% | +100.1% | +67.5% |
| 1Y | +77.5% | -43.4% | +120.9% | +85.7% |
| All | +77.5% | -47.1% | +124.6% | +85.7% |
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