+20.8%
SWK vs BIIB
-20.9%
+41.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -2.3% | -0.4% | -1.9% | -2.2% |
| 30D | +30.4% | +10.5% | +20.0% | +27.7% |
| 3M | +12.1% | +24.3% | -12.1% | +6.9% |
| 6M | +49.1% | +28.0% | +21.1% | +40.7% |
| YTD | +60.4% | +44.0% | +16.5% | +47.0% |
| 1Y | +78.3% | +58.8% | +19.5% | +59.9% |
| 3Y | +53.3% | +12.7% | +40.6% | +45.2% |
| 5Y | -27.0% | -4.9% | -22.0% | -29.8% |
| 10Y | +20.8% | -20.6% | +41.4% | +6.6% |
| All | +20.8% | -20.9% | +41.7% | +6.6% |
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