+77.5%
SWK vs XME
+2.5%
+75.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.4% | -3.7% | -1.6% |
| 7D | +11.0% | -4.5% | +15.5% | +12.9% |
| 30D | +30.1% | -10.9% | +40.9% | +35.6% |
| 3M | +14.7% | -15.3% | +29.9% | +21.8% |
| 6M | +44.5% | -24.6% | +69.1% | +59.8% |
| YTD | +59.4% | -9.6% | +69.0% | +58.1% |
| 1Y | +77.5% | +2.9% | +74.6% | +66.5% |
| All | +77.5% | +2.5% | +75.1% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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