+50.8%
SWKS vs XEL
+187.7%
-136.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.2% |
| 7D | +9.4% | +2.4% | +7.0% | +8.5% |
| 30D | +17.0% | +8.3% | +8.7% | +13.5% |
| 3M | +28.9% | +4.2% | +24.8% | +26.8% |
| 6M | +33.1% | +3.7% | +29.4% | +30.8% |
| YTD | +44.8% | +13.1% | +31.7% | +37.6% |
| 1Y | +36.2% | +5.0% | +31.2% | +33.0% |
| 3Y | +11.5% | +55.0% | -43.5% | -8.5% |
| 5Y | -37.1% | +51.8% | -88.9% | -48.7% |
| All | +50.8% | +187.7% | -136.9% | +18.0% |
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