+23.8%
SWKS vs UEC
-40.9%
+64.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.1% | -9.3% | -0.4% |
| 7D | -2.7% | +1.5% | -4.2% | -3.0% |
| 30D | +8.5% | -17.1% | +25.6% | +10.5% |
| 3M | +17.3% | -32.3% | +49.6% | +21.6% |
| 6M | +25.1% | -49.7% | +74.8% | +31.4% |
| YTD | +33.3% | -34.8% | +68.1% | +31.2% |
| All | +23.8% | -40.9% | +64.6% | +22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC 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 UEC 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