+75.3%
SWK vs IONS
-60.0%
+135.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.4% | -6.2% | -0.2% |
| 7D | -1.4% | -26.3% | +24.9% | +0.1% |
| 30D | +25.5% | -31.9% | +57.4% | +28.2% |
| 3M | +11.8% | -48.0% | +59.8% | +17.9% |
| 6M | +48.7% | -62.6% | +111.2% | +59.4% |
| YTD | +57.2% | -63.3% | +120.5% | +69.3% |
| 1Y | +75.3% | -58.4% | +133.7% | +80.9% |
| All | +75.3% | -60.0% | +135.2% | +80.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 IONS 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