+32.4%
SWKS vs XEL
+166.2%
-133.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.2% | +0.5% |
| 7D | -2.7% | +1.1% | -3.8% | -3.2% |
| 30D | +8.5% | +8.7% | -0.2% | +5.1% |
| 3M | +17.3% | +3.5% | +13.8% | +15.6% |
| 6M | +25.1% | +2.6% | +22.5% | +23.4% |
| YTD | +33.3% | +11.1% | +22.3% | +27.5% |
| 1Y | +22.9% | +2.2% | +20.7% | +21.2% |
| 3Y | +5.5% | +51.1% | -45.6% | -12.5% |
| 5Y | -41.9% | +48.0% | -89.9% | -52.2% |
| 10Y | +32.4% | +175.3% | -142.9% | +3.0% |
| All | +32.4% | +166.2% | -133.8% | +3.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling