+50.0%
SWK vs IBB
+75.6%
-25.6%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.0% | +2.5% | +1.6% |
| 7D | +11.3% | -3.6% | +14.9% | +14.7% |
| 30D | +28.1% | +3.4% | +24.7% | +24.2% |
| 3M | +12.6% | +9.5% | +3.1% | +2.8% |
| 6M | +51.7% | +23.3% | +28.4% | +23.4% |
| YTD | +60.0% | +24.5% | +35.4% | +27.6% |
| 1Y | +72.7% | +32.9% | +39.8% | +28.6% |
| All | +50.0% | +75.6% | -25.6% | -19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling