-25.0%
SWK vs BIIB
-12.7%
-12.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.1% | +1.6% | -1.2% |
| 7D | +11.3% | -2.3% | +13.5% | +12.1% |
| 30D | +28.1% | +9.4% | +18.7% | +24.4% |
| 3M | +12.6% | +18.1% | -5.5% | +6.6% |
| 6M | +51.7% | +29.0% | +22.7% | +38.6% |
| YTD | +60.0% | +38.6% | +21.4% | +41.4% |
| 1Y | +72.7% | +59.0% | +13.7% | +45.5% |
| 3Y | +46.3% | -2.2% | +48.5% | +36.3% |
| All | -25.0% | -12.7% | -12.2% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling