+398.6%
SWK vs EXR
+3,132.0%
-2,733.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.1% | +10.0% | +11.6% |
| 7D | +17.9% | +11.3% | +6.6% | +12.3% |
| 30D | +31.9% | +21.2% | +10.8% | +20.7% |
| 3M | +16.6% | +8.7% | +7.8% | +12.1% |
| 6M | +61.1% | +18.2% | +42.9% | +48.7% |
| YTD | +64.2% | +27.9% | +36.3% | +46.1% |
| 1Y | +85.2% | +28.3% | +56.9% | +64.7% |
| 3Y | +50.2% | +71.7% | -21.5% | +16.0% |
| 5Y | -22.8% | -0.6% | -22.2% | -25.4% |
| 10Y | +35.8% | +229.0% | -193.2% | -27.2% |
| All | +398.6% | +3,132.0% | -2,733.4% | -13.8% |
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