+50.0%
SWK vs IONS
-17.7%
+67.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.8% | -2.1% |
| 7D | +11.3% | -12.6% | +23.8% | +13.3% |
| 30D | +28.1% | -11.8% | +39.9% | +30.2% |
| 3M | +12.6% | -28.4% | +41.0% | +17.8% |
| 6M | +51.7% | -48.4% | +100.2% | +64.9% |
| YTD | +60.0% | -51.0% | +110.9% | +75.1% |
| 1Y | +72.7% | -48.0% | +120.7% | +87.2% |
| All | +50.0% | -17.7% | +67.7% | +37.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling