-0.6%
SWKS vs URA
+30.2%
-30.8%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.3% | +3.2% | -0.7% |
| 7D | -9.2% | -13.3% | +4.1% | -5.8% |
| 30D | -1.9% | -25.9% | +24.0% | +5.8% |
| 3M | +21.2% | -27.8% | +49.0% | +31.0% |
| 6M | +12.9% | -42.8% | +55.7% | +28.5% |
| YTD | +30.7% | -27.5% | +58.2% | +35.7% |
| 1Y | +14.1% | -35.1% | +49.3% | +22.3% |
| All | -0.6% | +30.2% | -30.8% | -21.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 3y: compounded portfolio wealth divided by compounded URA 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…
3y analysis · Full analysis span regression · 6 months rolling