+49.5%
SWK vs UUUU
-18.4%
+67.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.4% | -0.4% |
| 7D | +11.0% | -13.6% | +24.6% | +12.2% |
| 30D | +30.1% | -35.1% | +65.1% | +33.9% |
| 3M | +14.7% | -48.4% | +63.0% | +19.9% |
| 6M | +44.5% | -71.7% | +116.2% | +56.3% |
| YTD | +59.4% | -54.2% | +113.6% | +65.7% |
| 1Y | +77.5% | -56.0% | +133.5% | +84.5% |
| 3Y | +49.5% | -13.1% | +62.5% | +37.1% |
| All | +49.5% | -18.4% | +67.8% | +37.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling