+17.4%
XBI vs SWKS
-42.6%
+60.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +2.2% |
| 7D | -2.4% | -6.2% | +3.7% | -0.5% |
| 30D | +1.3% | -1.5% | +2.8% | +1.6% |
| 3M | -1.5% | +23.0% | -24.4% | -9.3% |
| 6M | +10.7% | +27.6% | -16.9% | -1.4% |
| YTD | +25.0% | +32.3% | -7.4% | +7.8% |
| 1Y | +39.9% | +20.1% | +19.7% | +25.1% |
| 3Y | +119.2% | +0.6% | +118.5% | +92.4% |
| All | +17.4% | -42.6% | +60.0% | +38.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling