-36.5%
SWKS vs UEC
+21.1%
-57.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | +0.2% |
| 7D | +9.4% | -3.8% | +13.2% | +9.9% |
| 30D | +17.0% | -13.5% | +30.5% | +19.3% |
| 3M | +28.9% | -40.5% | +69.4% | +38.4% |
| 6M | +33.1% | -56.7% | +89.8% | +48.9% |
| YTD | +44.8% | -43.0% | +87.8% | +51.2% |
| 1Y | +36.2% | -42.5% | +78.7% | +41.2% |
| 3Y | +11.5% | +11.6% | -0.1% | -5.0% |
| All | -36.5% | +21.1% | -57.6% | -52.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling