-24.6%
SWK vs EXR
-1.5%
-23.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.3% |
| 7D | +11.3% | +6.8% | +4.4% | +7.5% |
| 30D | +28.1% | +19.6% | +8.5% | +16.4% |
| 3M | +12.6% | +8.0% | +4.6% | +8.0% |
| 6M | +51.7% | +17.2% | +34.6% | +38.8% |
| YTD | +60.0% | +27.2% | +32.7% | +40.1% |
| 1Y | +72.7% | +26.1% | +46.6% | +51.9% |
| 3Y | +46.3% | +70.7% | -24.4% | +12.1% |
| 5Y | -24.6% | +1.0% | -25.6% | -30.2% |
| All | -24.6% | -1.5% | -23.1% | -30.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling