+65.0%
UBER vs SWK
+1.8%
+63.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | +5.1% | +11.0% | -5.9% | 0.0% |
| 30D | +0.2% | +30.1% | -29.8% | -11.5% |
| 3M | -2.7% | +14.7% | -17.3% | -9.0% |
| 6M | -13.4% | +44.5% | -57.9% | -28.0% |
| YTD | -16.1% | +59.4% | -75.4% | -34.4% |
| 1Y | -25.5% | +77.5% | -103.1% | -45.1% |
| 3Y | +42.5% | +49.5% | -7.0% | +6.9% |
| 5Y | +45.3% | -24.9% | +70.2% | +54.9% |
| All | +65.0% | +1.8% | +63.2% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 10y: compounded portfolio wealth divided by compounded SWK 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…
10y analysis · Full analysis span regression · 6 months rolling