+65.5%
UBER vs SWK
+2.2%
+63.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.6% | +1.0% | -0.4% |
| 7D | +4.6% | +11.3% | -6.6% | -0.6% |
| 30D | -0.4% | +28.1% | -28.5% | -11.4% |
| 3M | +0.9% | +12.6% | -11.7% | -5.0% |
| 6M | -5.7% | +51.7% | -57.4% | -23.3% |
| YTD | -15.8% | +60.0% | -75.8% | -34.4% |
| 1Y | -25.8% | +72.7% | -98.5% | -44.6% |
| 3Y | +44.0% | +46.3% | -2.3% | +9.4% |
| 5Y | +45.8% | -24.6% | +70.4% | +55.1% |
| All | +65.5% | +2.2% | +63.2% | +26.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling