+72.7%
SWK vs EXR
+27.1%
+45.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.2% |
| 7D | +11.3% | +6.8% | +4.4% | +6.4% |
| 30D | +28.1% | +19.6% | +8.5% | +13.5% |
| 3M | +12.6% | +8.0% | +4.6% | +6.9% |
| 6M | +51.7% | +17.2% | +34.6% | +33.9% |
| YTD | +60.0% | +27.2% | +32.7% | +29.6% |
| 1Y | +72.7% | +26.1% | +46.6% | +40.4% |
| All | +72.7% | +27.1% | +45.6% | +40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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