+135,813.1%
UNH vs SWK
+1,536.3%
+134,276.8%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -3.2% | +11.0% | -14.2% | -6.3% |
| 30D | +4.8% | +30.1% | -25.2% | -3.0% |
| 3M | -1.8% | +14.7% | -16.5% | -6.1% |
| 6M | +8.6% | +44.5% | -35.9% | -3.4% |
| YTD | +21.8% | +59.4% | -37.6% | +4.2% |
| 1Y | +25.8% | +77.5% | -51.7% | +4.3% |
| 3Y | -21.3% | +49.5% | -70.8% | -34.6% |
| 5Y | -5.3% | -24.9% | +19.5% | -6.7% |
| 10Y | +238.1% | +31.8% | +206.3% | +163.0% |
| All | +135,813.1% | +1,536.3% | +134,276.8% | +36,074.7% |
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