-3.4%
UNH vs SWK
-28.9%
+25.5%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.8% | +0.8% |
| 7D | +2.4% | -2.0% | +4.3% | +2.6% |
| 30D | +7.2% | +24.6% | -17.3% | +4.9% |
| 3M | +0.5% | +10.8% | -10.3% | -0.6% |
| 6M | +3.4% | +46.1% | -42.7% | -0.8% |
| YTD | +25.2% | +56.8% | -31.7% | +18.8% |
| 1Y | +22.7% | +72.7% | -50.1% | +15.2% |
| 3Y | -20.3% | +49.9% | -70.1% | -24.9% |
| 5Y | -3.4% | -30.9% | +27.5% | +7.4% |
| All | -3.4% | -28.9% | +25.5% | +7.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling