+61.5%
UBER vs SWK
-25.5%
+86.9%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.4% | -0.2% | -1.1% |
| 7D | +5.2% | +11.3% | -6.1% | +1.1% |
| 30D | -2.0% | +31.5% | -33.5% | -11.2% |
| 3M | -10.2% | +14.4% | -24.7% | -14.7% |
| 6M | -7.2% | +46.4% | -53.6% | -19.7% |
| YTD | -14.3% | +61.6% | -75.9% | -29.4% |
| 1Y | -25.6% | +78.7% | -104.3% | -41.2% |
| 3Y | +35.8% | +54.4% | -18.6% | +7.7% |
| 5Y | +61.5% | -25.3% | +86.8% | +71.4% |
| All | +61.5% | -25.5% | +86.9% | +71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling