+12.9%
SWKS vs XME
-23.4%
+36.3%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.6% | +3.5% | +0.5% |
| 7D | -9.2% | -10.5% | +1.3% | -4.4% |
| 30D | -1.9% | -16.5% | +14.6% | +6.5% |
| 3M | +21.2% | -19.2% | +40.4% | +32.3% |
| 6M | +12.9% | -23.8% | +36.7% | +28.6% |
| All | +12.9% | -23.4% | +36.3% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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