+1,772.2%
UMC vs SWK
+0.7%
+1,771.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -2.8% | +7.9% | +5.9% |
| 7D | +6.6% | +0.1% | +6.5% | +6.5% |
| 30D | +16.6% | -8.9% | +25.5% | +19.7% |
| 3M | +11.0% | +20.5% | -9.5% | +4.7% |
| 6M | +131.3% | +27.1% | +104.2% | +114.1% |
| YTD | +182.5% | +30.2% | +152.3% | +158.2% |
| 1Y | +222.3% | +24.8% | +197.5% | +196.7% |
| 3Y | +253.0% | +16.3% | +236.7% | +219.5% |
| 5Y | +141.8% | -40.1% | +182.0% | +156.5% |
| 10Y | +1,772.2% | +0.8% | +1,771.4% | +1,640.9% |
| All | +1,772.2% | +0.7% | +1,771.6% | +1,640.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling