-1.1%
SWK vs BBIO
+155.8%
-156.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | +0.1% | +0.2% |
| 7D | -1.4% | +5.4% | -6.8% | -2.0% |
| 30D | +25.5% | +20.6% | +4.9% | +22.6% |
| 3M | +11.8% | -3.6% | +15.4% | +12.2% |
| 6M | +48.7% | +14.1% | +34.6% | +45.8% |
| YTD | +57.2% | +2.4% | +54.8% | +55.3% |
| 1Y | +75.3% | +20.4% | +54.9% | +69.7% |
| 3Y | +51.9% | +184.5% | -132.6% | +29.6% |
| 5Y | -30.7% | +63.5% | -94.3% | -47.2% |
| All | -1.1% | +155.8% | -156.9% | -38.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling