+26.1%
SWKS vs XLRE
+2.2%
+23.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | 0.0% | +5.9% | +6.0% |
| 7D | +5.7% | -1.2% | +6.9% | +5.5% |
| 30D | +17.3% | +6.4% | +11.0% | +17.9% |
| 3M | +28.3% | +2.0% | +26.3% | +29.1% |
| 6M | +26.1% | +1.8% | +24.3% | +26.6% |
| All | +26.1% | +2.2% | +23.9% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 6mo: compounded portfolio wealth divided by compounded XLRE 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…
6mo analysis · Full analysis span regression · 6 months rolling