+11.5%
SWKS vs XEL
+53.0%
-41.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | +9.4% | +2.4% | +7.0% | +9.0% |
| 30D | +17.0% | +8.3% | +8.7% | +15.4% |
| 3M | +28.9% | +4.2% | +24.8% | +28.0% |
| 6M | +33.1% | +3.7% | +29.4% | +32.0% |
| YTD | +44.8% | +13.1% | +31.7% | +41.9% |
| 1Y | +36.2% | +5.0% | +31.2% | +34.6% |
| 3Y | +11.5% | +55.0% | -43.5% | +4.0% |
| All | +11.5% | +53.0% | -41.5% | +4.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling