+21.9%
SWK vs XLRE
+112.9%
-91.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.7% |
| 7D | -2.0% | +0.1% | -2.1% | -2.1% |
| 30D | +24.6% | +6.0% | +18.5% | +18.1% |
| 3M | +10.8% | +0.5% | +10.2% | +10.5% |
| 6M | +46.1% | +1.2% | +44.8% | +44.1% |
| YTD | +56.8% | +12.6% | +44.3% | +39.7% |
| 1Y | +72.7% | +11.0% | +61.7% | +56.2% |
| 3Y | +49.9% | +43.0% | +6.9% | +7.6% |
| 5Y | -30.9% | +9.1% | -40.0% | -36.6% |
| All | +21.9% | +112.9% | -91.0% | -31.8% |
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