+33.8%
SWKS vs UAL
+16.4%
+17.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -6.0% | +8.7% | +3.6% |
| 7D | +10.9% | +0.7% | +10.2% | +10.5% |
| 30D | +17.6% | +7.8% | +9.8% | +15.6% |
| 3M | +29.2% | -11.1% | +40.3% | +31.4% |
| 6M | +37.0% | +16.1% | +20.9% | +33.0% |
| YTD | +44.9% | -0.5% | +45.4% | +44.6% |
| 1Y | +33.8% | +11.3% | +22.5% | +24.0% |
| All | +33.8% | +16.4% | +17.4% | +24.0% |
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