+570.6%
SWK vs IBB
+589.6%
-19.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +2.6% | +10.5% | +11.5% |
| 7D | +17.9% | +2.2% | +15.7% | +16.5% |
| 30D | +31.9% | +6.3% | +25.6% | +27.1% |
| 3M | +16.6% | +16.3% | +0.3% | +6.0% |
| 6M | +61.1% | +30.0% | +31.1% | +37.0% |
| YTD | +64.2% | +31.1% | +33.1% | +38.5% |
| 1Y | +85.2% | +42.0% | +43.2% | +49.0% |
| 3Y | +50.2% | +85.9% | -35.7% | +4.2% |
| 5Y | -22.8% | +38.4% | -61.2% | -37.0% |
| 10Y | +35.8% | +170.4% | -134.6% | -24.4% |
| All | +570.6% | +589.6% | -19.0% | +70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling