+62.7%
UBER vs SWKS
-25.5%
+88.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | -0.8% |
| 7D | -3.9% | +12.5% | -16.4% | -5.8% |
| 30D | +11.1% | +10.5% | +0.6% | +9.2% |
| 3M | +4.9% | -7.4% | +12.3% | +5.8% |
| 6M | -1.2% | +32.7% | -33.8% | -8.8% |
| YTD | -7.3% | +19.2% | -26.4% | -12.6% |
| 1Y | -17.6% | +2.4% | -20.0% | -19.5% |
| All | +62.7% | -25.5% | +88.2% | +51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling