+72.3%
XBI vs SWKS
+3.4%
+68.9%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -3.0% | -1.3% |
| 7D | -0.9% | +11.8% | -12.7% | -2.1% |
| 30D | +2.9% | +6.7% | -3.8% | +2.1% |
| 3M | +26.2% | 0.0% | +26.2% | +25.5% |
| 6M | +30.7% | +38.7% | -8.0% | +23.7% |
| YTD | +32.9% | +21.4% | +11.6% | +27.1% |
| 1Y | +72.3% | +2.9% | +69.4% | +71.3% |
| All | +72.3% | +3.4% | +68.9% | +71.3% |
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