+78.3%
SWK vs UEC
-42.8%
+121.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +33.5% |
| 3M | +12.1% | -36.9% | +49.1% | +18.8% |
| 6M | +49.1% | -56.1% | +105.2% | +63.4% |
| YTD | +60.4% | -38.1% | +98.5% | +67.5% |
| 1Y | +78.3% | -41.7% | +120.0% | +87.5% |
| All | +78.3% | -42.8% | +121.1% | +87.5% |
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