+1,953.4%
SWKS vs UAL
+255.5%
+1,697.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +8.0% | -10.9% | -4.6% |
| 7D | -4.9% | +11.9% | -16.9% | -7.3% |
| 30D | -1.2% | +5.2% | -6.4% | -2.5% |
| 3M | +24.2% | -12.7% | +36.9% | +27.1% |
| 6M | +21.5% | +28.5% | -7.0% | +13.9% |
| YTD | +33.5% | +3.5% | +30.0% | +29.8% |
| 1Y | +18.9% | +27.5% | -8.6% | +10.6% |
| 3Y | +0.4% | +208.6% | -208.2% | -24.2% |
| 5Y | -44.3% | +135.6% | -179.9% | -56.6% |
| 10Y | +37.1% | +102.3% | -65.1% | 0.0% |
| All | +1,953.4% | +255.5% | +1,697.9% | +1,009.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling