-53.0%
SWKS vs UUUU
+126.1%
-179.1%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.8% | +2.7% | +3.4% |
| 7D | +12.5% | -1.4% | +13.9% | +12.7% |
| 30D | +10.5% | +16.3% | -5.8% | +7.7% |
| 3M | -7.4% | -16.7% | +9.3% | -5.5% |
| 6M | +32.7% | -33.7% | +66.3% | +38.0% |
| YTD | +19.2% | -0.5% | +19.6% | +13.0% |
| 1Y | +2.4% | +28.9% | -26.5% | -10.3% |
| 3Y | -25.6% | +99.9% | -125.5% | -45.1% |
| All | -53.0% | +126.1% | -179.1% | -67.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling