+24.0%
SWKS vs USAR
-54.4%
+78.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.6% | +9.4% | +1.1% |
| 7D | -3.1% | -9.1% | +5.9% | -2.1% |
| 30D | +8.3% | -36.9% | +45.3% | +14.4% |
| 3M | +20.2% | -58.4% | +78.6% | +33.5% |
| 6M | +24.9% | -70.6% | +95.6% | +42.9% |
| YTD | +33.2% | -33.4% | +66.6% | +38.6% |
| All | +24.0% | -54.4% | +78.4% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 1y: compounded portfolio wealth divided by compounded USAR 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…
1y analysis · Full analysis span regression · 6 months rolling