+35.3%
SWKS vs XHB
+248.4%
-213.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +1.9% |
| 7D | -3.1% | +1.2% | -4.3% | -4.5% |
| 30D | +8.3% | +8.9% | -0.5% | +0.5% |
| 3M | +20.2% | -4.2% | +24.4% | +22.5% |
| 6M | +24.9% | +1.4% | +23.6% | +20.9% |
| YTD | +33.2% | +1.2% | +31.9% | +27.0% |
| 1Y | +23.6% | -1.3% | +24.9% | +20.1% |
| 3Y | +1.3% | +36.6% | -35.3% | -26.0% |
| 5Y | -40.6% | +34.3% | -74.9% | -56.7% |
| 10Y | +35.3% | +241.1% | -205.8% | -56.5% |
| All | +35.3% | +248.4% | -213.1% | -56.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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