+1,679.9%
SWKS vs UEC
-2.6%
+1,682.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.9% | +7.8% | -0.7% |
| 7D | -9.2% | -20.5% | +11.3% | -6.3% |
| 30D | -1.9% | -35.9% | +34.0% | +4.0% |
| 3M | +21.2% | -39.6% | +60.8% | +28.8% |
| 6M | +12.9% | -55.3% | +68.2% | +23.9% |
| YTD | +30.7% | -44.5% | +75.3% | +37.2% |
| 1Y | +14.1% | -50.4% | +64.6% | +21.0% |
| 3Y | -1.7% | +12.1% | -13.8% | -11.5% |
| 5Y | -43.0% | +41.5% | -84.5% | -53.4% |
| 10Y | +34.3% | +644.8% | -610.5% | -23.1% |
| All | +1,679.9% | -2.6% | +1,682.5% | +722.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling