+20.1%
SWKS vs EXR
+26.1%
-6.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.3% |
| 7D | -6.2% | +5.2% | -11.4% | -6.9% |
| 30D | -1.5% | +20.9% | -22.4% | -4.5% |
| 3M | +23.0% | +7.7% | +15.3% | +21.4% |
| 6M | +27.6% | +13.2% | +14.4% | +24.1% |
| YTD | +32.3% | +26.5% | +5.8% | +20.4% |
| 1Y | +20.1% | +27.2% | -7.1% | +9.2% |
| All | +20.1% | +26.1% | -6.0% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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