+8,200.6%
USB vs SWK
+1,585.9%
+6,614.7%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +13.1% | -11.2% | -3.9% |
| 7D | +2.4% | +17.9% | -15.5% | -5.2% |
| 30D | +6.6% | +31.9% | -25.4% | -6.2% |
| 3M | -4.1% | +16.6% | -20.7% | -11.1% |
| 6M | +12.5% | +61.1% | -48.7% | -10.5% |
| YTD | +17.6% | +64.2% | -46.6% | -8.1% |
| 1Y | +36.5% | +85.2% | -48.7% | +0.7% |
| 3Y | +95.4% | +50.2% | +45.2% | +52.1% |
| 5Y | +26.1% | -22.8% | +48.9% | +27.5% |
| 10Y | +101.3% | +35.8% | +65.5% | +50.2% |
| All | +8,200.6% | +1,585.9% | +6,614.7% | +2,215.0% |
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