+385.7%
SWK vs EXR
+3,113.6%
-2,727.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.3% |
| 7D | +11.3% | +6.8% | +4.4% | +8.0% |
| 30D | +28.1% | +19.6% | +8.5% | +17.9% |
| 3M | +12.6% | +8.0% | +4.6% | +8.7% |
| 6M | +51.7% | +17.2% | +34.6% | +40.6% |
| YTD | +60.0% | +27.2% | +32.7% | +42.7% |
| 1Y | +72.7% | +26.1% | +46.6% | +54.8% |
| 3Y | +46.3% | +70.7% | -24.4% | +13.3% |
| 5Y | -24.6% | +1.0% | -25.6% | -27.7% |
| 10Y | +32.2% | +227.1% | -194.8% | -28.9% |
| All | +385.7% | +3,113.6% | -2,727.8% | -15.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling