+85.2%
SWK vs IBB
+42.2%
+43.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +2.6% | +10.5% | +11.8% |
| 7D | +17.9% | +2.2% | +15.7% | +16.7% |
| 30D | +31.9% | +6.3% | +25.6% | +28.1% |
| 3M | +16.6% | +16.3% | +0.3% | +7.0% |
| 6M | +61.1% | +30.0% | +31.1% | +37.4% |
| YTD | +64.2% | +31.1% | +33.1% | +36.9% |
| 1Y | +85.2% | +42.0% | +43.2% | +44.4% |
| All | +85.2% | +42.2% | +43.0% | +44.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling