+955.3%
XBI vs SWKS
+1,729.5%
-774.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.9% | -1.4% |
| 7D | +0.9% | +12.5% | -11.6% | -2.6% |
| 30D | +7.1% | +10.5% | -3.4% | +3.9% |
| 3M | +22.9% | -7.4% | +30.3% | +24.6% |
| 6M | +29.7% | +32.7% | -3.0% | +16.7% |
| YTD | +34.5% | +19.2% | +15.3% | +24.1% |
| 1Y | +76.1% | +2.4% | +73.7% | +69.0% |
| 3Y | +103.2% | -25.6% | +128.8% | +105.6% |
| 5Y | +22.8% | -53.4% | +76.3% | +40.7% |
| 10Y | +176.3% | +23.2% | +153.1% | +135.3% |
| All | +955.3% | +1,729.5% | -774.2% | +357.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling