+76.7%
SWK vs XLRE
+11.3%
+65.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.3% | -1.2% | -1.1% | -1.0% |
| 30D | +30.4% | +6.4% | +24.1% | +23.2% |
| 3M | +12.1% | +2.0% | +10.1% | +10.1% |
| 6M | +49.1% | +1.8% | +47.3% | +45.9% |
| YTD | +60.4% | +13.2% | +47.3% | +33.1% |
| All | +76.7% | +11.3% | +65.4% | +51.2% |
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