+0.8%
SWK vs UUUU
+519.5%
-518.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.0% | -3.8% | -2.9% |
| 7D | +0.1% | +2.8% | -2.7% | -0.2% |
| 30D | -8.9% | +3.4% | -12.3% | -9.4% |
| 3M | +20.5% | -3.9% | +24.4% | +20.4% |
| 6M | +27.1% | -23.2% | +50.3% | +29.4% |
| YTD | +30.2% | +0.6% | +29.6% | +26.2% |
| 1Y | +24.8% | +22.9% | +1.9% | +15.0% |
| 3Y | +16.3% | +98.6% | -82.3% | -4.6% |
| 5Y | -40.1% | +130.2% | -170.3% | -54.5% |
| 10Y | +0.8% | +519.5% | -518.7% | -46.9% |
| All | +0.8% | +519.5% | -518.7% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling