+184.0%
SWK vs URA
-51.1%
+235.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -1.1% | +14.2% | +13.4% |
| 7D | +17.9% | -10.5% | +28.4% | +22.0% |
| 30D | +31.9% | -18.6% | +50.6% | +40.4% |
| 3M | +16.6% | -23.0% | +39.6% | +25.8% |
| 6M | +61.1% | -40.3% | +101.4% | +87.3% |
| YTD | +64.2% | -23.5% | +87.7% | +73.0% |
| 1Y | +85.2% | -31.1% | +116.3% | +101.1% |
| 3Y | +50.2% | +38.3% | +11.9% | +20.6% |
| 5Y | -22.8% | +34.6% | -57.4% | -40.4% |
| 10Y | +35.8% | +285.4% | -249.6% | -38.9% |
| All | +184.0% | -51.1% | +235.0% | +135.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling