+14.1%
SWKS vs UAL
+19.7%
-5.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.6% | +2.5% | -1.3% |
| 7D | -9.2% | +5.0% | -14.2% | -10.1% |
| 30D | -1.9% | -1.2% | -0.7% | -1.8% |
| 3M | +21.2% | -16.8% | +38.0% | +25.1% |
| 6M | +12.9% | +18.0% | -5.1% | +9.3% |
| YTD | +30.7% | -1.2% | +31.9% | +30.6% |
| 1Y | +14.1% | +14.3% | -0.2% | +4.5% |
| All | +14.1% | +19.7% | -5.6% | +4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling