+23.8%
SWKS vs USAR
-50.4%
+74.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.5% | -5.7% | -0.1% |
| 7D | -2.7% | -1.1% | -1.7% | -2.7% |
| 30D | +8.5% | -30.3% | +38.7% | +13.1% |
| 3M | +17.3% | -54.7% | +72.0% | +28.8% |
| 6M | +25.1% | -67.5% | +92.6% | +41.2% |
| YTD | +33.3% | -26.4% | +59.7% | +37.1% |
| All | +23.8% | -50.4% | +74.1% | +30.0% |
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