+13.7%
SWK vs BBIO
+167.2%
-153.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.0% | -2.6% |
| 7D | -4.6% | -0.5% | -4.0% | -4.5% |
| 30D | -9.9% | -10.1% | +0.2% | -8.1% |
| 3M | +15.4% | +12.4% | +3.0% | +12.3% |
| 6M | +25.0% | +15.9% | +9.1% | +20.4% |
| YTD | +27.2% | -0.5% | +27.8% | +25.5% |
| 1Y | +24.6% | +42.2% | -17.6% | +13.4% |
| All | +13.7% | +167.2% | -153.5% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 3y: compounded portfolio wealth divided by compounded BBIO 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…
3y analysis · Full analysis span regression · 6 months rolling