+51.6%
SWK vs UUUU
-16.0%
+67.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.6% | +1.4% | -2.0% |
| 7D | -2.0% | +1.4% | -3.3% | -2.1% |
| 30D | +24.6% | -27.9% | +52.5% | +27.4% |
| 3M | +10.8% | -53.8% | +64.6% | +16.9% |
| 6M | +46.1% | -68.1% | +114.2% | +57.0% |
| YTD | +56.8% | -54.1% | +110.9% | +63.0% |
| 1Y | +72.7% | -57.8% | +130.5% | +80.0% |
| All | +51.6% | -16.0% | +67.6% | +40.2% |
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