+51.7%
SWK vs UEC
-57.1%
+108.8%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -9.9% | +7.3% | -1.3% |
| 7D | +11.3% | -20.5% | +31.7% | +14.5% |
| 30D | +28.1% | -35.9% | +64.0% | +36.2% |
| 3M | +12.6% | -39.6% | +52.1% | +20.4% |
| 6M | +51.7% | -55.3% | +107.0% | +65.0% |
| All | +51.7% | -57.1% | +108.8% | +65.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling