+1,522.4%
SWKS vs UEC
+73.5%
+1,448.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.3% | +3.5% |
| 7D | +12.5% | -6.9% | +19.4% | +13.6% |
| 30D | +10.5% | +7.6% | +2.8% | +9.0% |
| 3M | -7.4% | -18.4% | +11.0% | -5.5% |
| 6M | +32.7% | -23.3% | +55.9% | +35.2% |
| YTD | +19.2% | -1.2% | +20.4% | +16.1% |
| 1Y | +2.4% | +2.3% | +0.1% | -2.0% |
| 3Y | -25.6% | +162.3% | -187.9% | -40.3% |
| 5Y | -53.4% | +287.2% | -340.7% | -66.9% |
| 10Y | +23.2% | +1,009.6% | -986.5% | -33.3% |
| All | +1,522.4% | +73.5% | +1,448.8% | +596.0% |
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