-36.7%
SWK vs UEC
+274.7%
-311.3%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.9% |
| 7D | -0.4% | -6.9% | +6.5% | +0.3% |
| 30D | -5.7% | +7.6% | -13.4% | -6.6% |
| 3M | +24.1% | -18.4% | +42.5% | +25.8% |
| 6M | +24.7% | -23.3% | +48.0% | +26.4% |
| YTD | +33.9% | -1.2% | +35.1% | +31.7% |
| 1Y | +34.7% | +2.3% | +32.4% | +30.2% |
| 3Y | +15.3% | +162.3% | -147.0% | -4.3% |
| All | -36.7% | +274.7% | -311.3% | -49.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling