-43.0%
SWKS vs UAL
+110.9%
-153.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.6% | +2.5% | -0.6% |
| 7D | -9.2% | +5.0% | -14.2% | -11.0% |
| 30D | -1.9% | -1.2% | -0.7% | -2.0% |
| 3M | +21.2% | -16.8% | +38.0% | +27.9% |
| 6M | +12.9% | +18.0% | -5.1% | +4.4% |
| YTD | +30.7% | -1.2% | +31.9% | +26.6% |
| 1Y | +14.1% | +14.3% | -0.2% | +4.5% |
| 3Y | -1.7% | +194.6% | -196.3% | -42.0% |
| 5Y | -43.0% | +109.6% | -152.6% | -65.4% |
| All | -43.0% | +110.9% | -153.9% | -65.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling