+3.3%
SWK vs IBB
+132.1%
-128.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.5% |
| 7D | -0.4% | +1.4% | -1.9% | -1.5% |
| 30D | -5.7% | +10.5% | -16.2% | -12.8% |
| 3M | +24.1% | +23.6% | +0.4% | +5.5% |
| 6M | +24.7% | +22.6% | +2.1% | +6.4% |
| YTD | +33.9% | +25.7% | +8.3% | +11.8% |
| 1Y | +34.7% | +51.4% | -16.7% | -2.3% |
| 3Y | +15.3% | +64.4% | -49.1% | -20.8% |
| 5Y | -39.3% | +22.1% | -61.4% | -49.6% |
| All | +3.3% | +132.1% | -128.8% | -43.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling