+2,804.4%
UL vs SWK
+1,542.3%
+1,262.1%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.6% | +3.8% | +1.7% |
| 7D | +5.5% | +11.3% | -5.8% | +3.1% |
| 30D | +11.4% | +28.1% | -16.7% | +5.7% |
| 3M | +6.0% | +12.6% | -6.6% | +3.2% |
| 6M | +18.0% | +51.7% | -33.7% | +7.8% |
| YTD | +6.2% | +60.0% | -53.8% | -4.5% |
| 1Y | +1.5% | +72.7% | -71.2% | -10.3% |
| 3Y | +39.8% | +46.3% | -6.5% | +23.6% |
| 5Y | +34.3% | -24.6% | +59.0% | +33.6% |
| 10Y | +102.6% | +32.2% | +70.4% | +67.7% |
| All | +2,804.4% | +1,542.3% | +1,262.1% | +1,329.9% |
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