+50.0%
SWK vs URA
+30.2%
+19.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.3% | +2.7% | -1.5% |
| 7D | +11.3% | -13.3% | +24.5% | +14.4% |
| 30D | +28.1% | -25.9% | +54.0% | +35.9% |
| 3M | +12.6% | -27.8% | +40.4% | +19.8% |
| 6M | +51.7% | -42.8% | +94.6% | +68.3% |
| YTD | +60.0% | -27.5% | +87.5% | +67.7% |
| 1Y | +72.7% | -35.1% | +107.8% | +84.4% |
| All | +50.0% | +30.2% | +19.8% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling