+1,982.6%
SWKS vs URI
+7,134.6%
-5,152.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +2.9% |
| 7D | +12.5% | -2.0% | +14.5% | +13.3% |
| 30D | +10.5% | -12.9% | +23.4% | +16.2% |
| 3M | -7.4% | -6.7% | -0.7% | -5.5% |
| 6M | +32.7% | +19.0% | +13.7% | +21.0% |
| YTD | +19.2% | +25.5% | -6.4% | +5.5% |
| 1Y | +2.4% | +5.5% | -3.2% | -3.5% |
| 3Y | -25.6% | +111.3% | -136.9% | -47.3% |
| 5Y | -53.4% | +198.6% | -252.0% | -71.6% |
| 10Y | +23.2% | +1,179.9% | -1,156.8% | -59.9% |
| All | +1,982.6% | +7,134.6% | -5,152.0% | +83.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling