+703.1%
XLK vs SWKS
+31.8%
+671.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.0% | -1.1% |
| 7D | -4.3% | -3.1% | -1.2% | -3.0% |
| 30D | -15.0% | +8.3% | -23.4% | -17.8% |
| 3M | -9.2% | +20.2% | -29.5% | -17.7% |
| 6M | -3.5% | +24.9% | -28.5% | -15.3% |
| YTD | +17.7% | +33.2% | -15.4% | -1.7% |
| 1Y | +14.9% | +23.6% | -8.7% | -0.8% |
| 3Y | +91.8% | +1.3% | +90.5% | +68.1% |
| 5Y | +113.1% | -40.6% | +153.6% | +134.8% |
| 10Y | +703.1% | +35.3% | +667.8% | +494.9% |
| All | +703.1% | +31.8% | +671.3% | +494.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling