+17.5%
SWK vs XHB
+26.1%
-8.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | -0.1% |
| 7D | -0.4% | -1.3% | +0.8% | +0.9% |
| 30D | -5.7% | -6.9% | +1.2% | +1.6% |
| 3M | +24.1% | -1.3% | +25.3% | +25.8% |
| 6M | +24.7% | -6.8% | +31.5% | +34.6% |
| YTD | +33.9% | +0.7% | +33.2% | +33.0% |
| 1Y | +34.7% | -11.2% | +45.9% | +53.7% |
| All | +17.5% | +26.1% | -8.6% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 3y: compounded portfolio wealth divided by compounded XHB 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…
3y analysis · Full analysis span regression · 6 months rolling