+50.0%
SWK vs IBN
+45.2%
+4.8%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.1% | -6.6% | -4.5% |
| 7D | +11.3% | +11.7% | -0.4% | +5.7% |
| 30D | +28.1% | +16.1% | +12.0% | +19.5% |
| 3M | +12.6% | +7.0% | +5.6% | +8.9% |
| 6M | +51.7% | +26.1% | +25.6% | +36.8% |
| YTD | +60.0% | +10.1% | +49.9% | +51.6% |
| 1Y | +72.7% | +8.0% | +64.7% | +64.6% |
| All | +50.0% | +45.2% | +4.8% | +29.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling