+35.1%
XBI vs SWKS
+33.8%
+1.3%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.1% | -0.3% | -0.4% |
| 7D | -1.1% | +9.4% | -10.5% | -1.5% |
| 30D | +2.6% | +17.0% | -14.4% | +1.9% |
| 3M | -4.0% | +28.9% | -33.0% | -5.8% |
| 6M | +10.9% | +33.1% | -22.2% | +8.4% |
| YTD | +23.6% | +44.8% | -21.2% | +16.3% |
| 1Y | +35.1% | +36.2% | -1.1% | +28.3% |
| All | +35.1% | +33.8% | +1.3% | +28.3% |
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