+255.1%
SWK vs UUUU
-96.3%
+351.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.4% | -0.4% |
| 7D | +11.0% | -13.6% | +24.6% | +12.3% |
| 30D | +30.1% | -35.1% | +65.1% | +34.2% |
| 3M | +14.7% | -48.4% | +63.0% | +20.3% |
| 6M | +44.5% | -71.7% | +116.2% | +58.0% |
| YTD | +59.4% | -54.2% | +113.6% | +65.9% |
| 1Y | +77.5% | -56.0% | +133.5% | +84.8% |
| 3Y | +49.5% | -13.1% | +62.5% | +41.9% |
| 5Y | -24.9% | -35.2% | +10.3% | -29.1% |
| 10Y | +31.8% | +404.5% | -372.8% | -0.3% |
| All | +255.1% | -96.3% | +351.5% | +165.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling