+24.8%
UPS vs SWK
+74.4%
-49.5%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | +3.8% | -1.4% | +5.2% | +4.4% |
| 30D | +17.4% | +25.5% | -8.1% | +6.7% |
| 3M | +8.2% | +11.8% | -3.6% | +3.0% |
| 6M | +17.9% | +48.7% | -30.8% | -1.3% |
| YTD | +18.7% | +57.2% | -38.5% | -3.1% |
| 1Y | +24.8% | +75.3% | -50.5% | -2.8% |
| All | +24.8% | +74.4% | -49.5% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling