+2,029.6%
XEL vs SWK
+1,542.3%
+487.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.3% |
| 7D | +1.7% | +11.3% | -9.6% | -0.4% |
| 30D | +10.5% | +28.1% | -17.6% | +5.6% |
| 3M | +4.9% | +12.6% | -7.6% | +2.5% |
| 6M | +0.2% | +51.7% | -51.5% | -7.6% |
| YTD | +11.3% | +60.0% | -48.6% | +1.2% |
| 1Y | +2.1% | +72.7% | -70.6% | -8.6% |
| 3Y | +45.7% | +46.3% | -0.6% | +30.8% |
| 5Y | +47.9% | -24.6% | +72.6% | +46.9% |
| 10Y | +170.7% | +32.2% | +138.4% | +128.4% |
| All | +2,029.6% | +1,542.3% | +487.3% | +911.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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