-0.6%
SWKS vs URI
+136.1%
-136.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.1% | +5.1% | +0.3% |
| 7D | -9.2% | -12.9% | +3.7% | -5.0% |
| 30D | -1.9% | -3.4% | +1.5% | -0.9% |
| 3M | +21.2% | -10.0% | +31.2% | +25.1% |
| 6M | +12.9% | +12.2% | +0.7% | +6.7% |
| YTD | +30.7% | +29.8% | +1.0% | +13.3% |
| 1Y | +14.1% | +24.6% | -10.5% | +0.8% |
| All | -0.6% | +136.1% | -136.7% | -37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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