+880.6%
XBI vs SWK
+305.2%
+575.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +2.9% | +2.7% |
| 7D | -2.4% | +11.0% | -13.4% | -6.9% |
| 30D | +1.3% | +30.1% | -28.7% | -9.7% |
| 3M | -1.5% | +14.7% | -16.1% | -7.6% |
| 6M | +10.7% | +44.5% | -33.8% | -6.6% |
| YTD | +25.0% | +59.4% | -34.4% | -0.3% |
| 1Y | +39.9% | +77.5% | -37.7% | +6.3% |
| 3Y | +119.2% | +49.5% | +69.7% | +70.8% |
| 5Y | +16.6% | -24.9% | +41.5% | +18.3% |
| 10Y | +181.3% | +31.8% | +149.5% | +98.3% |
| All | +880.6% | +305.2% | +575.4% | +245.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 all: compounded portfolio wealth divided by compounded SWK 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…
all analysis · Full analysis span regression · 6 months rolling