+32.1%
SWKS vs UAL
+94.5%
-62.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.0% | -0.8% | +0.6% |
| 7D | -6.2% | +8.2% | -14.3% | -8.4% |
| 30D | -1.5% | +2.3% | -3.8% | -2.5% |
| 3M | +23.0% | -12.7% | +35.7% | +26.9% |
| 6M | +27.6% | +12.7% | +14.9% | +21.7% |
| YTD | +32.3% | +0.8% | +31.5% | +28.2% |
| 1Y | +20.1% | +17.8% | +2.3% | +11.1% |
| 3Y | +0.6% | +206.7% | -206.0% | -32.0% |
| 5Y | -42.3% | +113.9% | -156.2% | -58.6% |
| All | +32.1% | +94.5% | -62.4% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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