+42.4%
XLK vs SWKS
+4.5%
+37.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.4% |
| 7D | +2.3% | +6.8% | -4.5% | +0.7% |
| 30D | +0.8% | +11.3% | -10.4% | -1.8% |
| 3M | +4.1% | +4.1% | 0.0% | +2.5% |
| 6M | +34.8% | +39.7% | -4.9% | +23.9% |
| YTD | +30.8% | +23.2% | +7.6% | +23.4% |
| 1Y | +42.4% | +5.3% | +37.1% | +40.2% |
| All | +42.4% | +4.5% | +37.9% | +40.2% |
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