+34.7%
SWK vs XLRE
+9.1%
+25.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.6% |
| 7D | -0.4% | -1.2% | +0.8% | +0.8% |
| 30D | -5.7% | -2.8% | -2.9% | -3.0% |
| 3M | +24.1% | -0.2% | +24.3% | +23.3% |
| 6M | +24.7% | +1.9% | +22.8% | +20.7% |
| YTD | +33.9% | +10.6% | +23.4% | +15.3% |
| 1Y | +34.7% | +8.8% | +25.9% | +15.1% |
| All | +34.7% | +9.1% | +25.5% | +15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 XLRE 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