+1,211.8%
SWK vs BIIB
+7,261.0%
-6,049.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.1% |
| 7D | -0.4% | +1.1% | -1.5% | -0.6% |
| 30D | -5.7% | +6.9% | -12.6% | -6.4% |
| 3M | +24.1% | +12.4% | +11.7% | +22.4% |
| 6M | +24.7% | +16.3% | +8.4% | +22.4% |
| YTD | +33.9% | +25.5% | +8.5% | +30.3% |
| 1Y | +34.7% | +57.8% | -23.1% | +27.8% |
| 3Y | +15.3% | -17.3% | +32.6% | +16.6% |
| 5Y | -39.3% | -33.8% | -5.5% | -37.8% |
| 10Y | +2.5% | -29.6% | +32.1% | +0.6% |
| All | +1,211.8% | +7,261.0% | -6,049.2% | +790.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling