+0.8%
SWK vs XLRE
+81.7%
-80.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.1% | -2.7% | -2.7% |
| 7D | +0.1% | -0.3% | +0.4% | +0.4% |
| 30D | -8.9% | -2.4% | -6.5% | -6.9% |
| 3M | +20.5% | +0.6% | +19.9% | +19.4% |
| 6M | +27.1% | +3.9% | +23.2% | +21.9% |
| YTD | +30.2% | +10.5% | +19.7% | +18.0% |
| 1Y | +24.8% | +8.4% | +16.4% | +15.3% |
| 3Y | +16.3% | +32.8% | -16.5% | -10.4% |
| 5Y | -40.1% | +7.0% | -47.1% | -44.1% |
| 10Y | +0.8% | +83.8% | -83.0% | -38.6% |
| All | +0.8% | +81.7% | -80.9% | -38.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling