+72.7%
SWK vs IONS
-61.6%
+134.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.6% | +1.4% | -2.0% |
| 7D | -2.0% | -29.6% | +27.7% | -0.2% |
| 30D | +24.6% | -35.6% | +60.2% | +27.8% |
| 3M | +10.8% | -51.7% | +62.5% | +17.7% |
| 6M | +46.1% | -64.0% | +110.1% | +56.3% |
| YTD | +56.8% | -65.5% | +122.3% | +70.0% |
| 1Y | +72.7% | -62.4% | +135.1% | +80.9% |
| All | +72.7% | -61.6% | +134.4% | +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