+22.2%
SWK vs BIIB
-20.7%
+42.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -0.9% | 0.0% |
| 7D | -1.4% | +2.0% | -3.4% | -1.8% |
| 30D | +25.5% | +8.8% | +16.6% | +23.2% |
| 3M | +11.8% | +20.3% | -8.5% | +7.3% |
| 6M | +48.7% | +23.9% | +24.8% | +41.4% |
| YTD | +57.2% | +44.0% | +13.2% | +44.0% |
| 1Y | +75.3% | +53.8% | +21.4% | +58.3% |
| 3Y | +51.9% | +13.8% | +38.1% | +43.6% |
| 5Y | -30.7% | -6.3% | -24.4% | -33.3% |
| All | +22.2% | -20.7% | +42.9% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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