+2.9%
SWKS vs UUUU
+25.8%
-22.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.8% |
| 7D | +11.8% | +2.8% | +9.0% | +11.6% |
| 30D | +6.7% | +3.4% | +3.3% | +6.4% |
| 3M | 0.0% | -3.9% | +3.9% | -0.5% |
| 6M | +38.7% | -23.2% | +61.9% | +37.9% |
| YTD | +21.4% | +0.6% | +20.8% | +17.0% |
| 1Y | +2.9% | +22.9% | -20.0% | +0.3% |
| All | +2.9% | +25.8% | -22.9% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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