+18.9%
SWKS vs XEL
+1.7%
+17.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.2% | -5.1% | -3.5% |
| 7D | -4.9% | +4.3% | -9.2% | -6.1% |
| 30D | -1.2% | +12.6% | -13.8% | -4.7% |
| 3M | +24.2% | +4.4% | +19.8% | +22.7% |
| 6M | +21.5% | +0.7% | +20.8% | +21.2% |
| YTD | +33.5% | +11.5% | +22.0% | +28.9% |
| 1Y | +18.9% | +1.7% | +17.2% | +13.5% |
| All | +18.9% | +1.7% | +17.2% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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