+47.9%
XBI vs SWKS
+14.2%
+33.7%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.9% | +5.6% | +2.8% |
| 7D | +1.0% | -4.9% | +6.0% | +1.2% |
| 30D | +1.9% | -1.2% | +3.0% | +1.9% |
| 3M | +4.8% | +24.2% | -19.4% | +2.9% |
| 6M | +19.3% | +21.5% | -2.2% | +16.7% |
| YTD | +30.6% | +33.5% | -2.9% | +23.7% |
| 1Y | +47.9% | +18.9% | +29.0% | +42.7% |
| All | +47.9% | +14.2% | +33.7% | +42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1y: compounded portfolio wealth divided by compounded SWKS 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…
1y analysis · Full analysis span regression · 6 months rolling