+42.2%
UBER vs SWK
+53.9%
-11.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.8% | +0.9% | +2.9% |
| 7D | +6.7% | +10.7% | -4.0% | +3.5% |
| 30D | -0.5% | +33.3% | -33.8% | -8.5% |
| 3M | -5.1% | +14.7% | -19.8% | -9.0% |
| 6M | -5.7% | +48.5% | -54.2% | -16.5% |
| YTD | -12.9% | +63.9% | -76.8% | -25.8% |
| 1Y | -22.6% | +80.4% | -103.0% | -36.3% |
| 3Y | +42.2% | +58.1% | -15.9% | +17.3% |
| All | +42.2% | +53.9% | -11.7% | +17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling