-25.5%
UBER vs SWKS
+15.3%
-40.9%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | -0.2% |
| 7D | +5.1% | -6.2% | +11.3% | +4.9% |
| 30D | +0.2% | -1.5% | +1.7% | +0.2% |
| 3M | -2.7% | +23.0% | -25.6% | -2.2% |
| 6M | -13.4% | +27.6% | -41.0% | -12.8% |
| YTD | -16.1% | +32.3% | -48.4% | -17.1% |
| 1Y | -25.5% | +20.1% | -45.7% | -23.0% |
| All | -25.5% | +15.3% | -40.9% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling