+29.5%
SWK vs UUUU
+458.0%
-428.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +9.8% | -6.9% | +1.7% |
| 7D | +10.7% | -1.1% | +11.8% | +10.7% |
| 30D | +33.3% | -26.6% | +59.9% | +38.0% |
| 3M | +14.7% | -48.3% | +63.0% | +23.4% |
| 6M | +48.5% | -65.8% | +114.3% | +66.8% |
| YTD | +63.9% | -49.7% | +113.6% | +71.9% |
| 1Y | +80.4% | -53.3% | +133.7% | +89.9% |
| 3Y | +58.1% | -7.4% | +65.5% | +41.7% |
| 5Y | -24.5% | -33.4% | +8.9% | -32.9% |
| 10Y | +29.5% | +441.5% | -412.0% | -30.7% |
| All | +29.5% | +458.0% | -428.5% | -30.7% |
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