+85.2%
SWK vs IBN
+4.2%
+81.0%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.8% | +9.4% | +10.3% |
| 7D | +17.9% | +8.9% | +9.0% | +11.2% |
| 30D | +31.9% | +12.6% | +19.3% | +21.6% |
| 3M | +16.6% | +3.1% | +13.5% | +14.1% |
| 6M | +61.1% | +20.6% | +40.5% | +41.8% |
| YTD | +64.2% | +5.8% | +58.4% | +54.6% |
| 1Y | +85.2% | +3.7% | +81.6% | +74.9% |
| All | +85.2% | +4.2% | +81.0% | +74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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