+51.7%
SWK vs IONS
-48.8%
+100.6%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.8% | -2.5% |
| 7D | +11.3% | -12.6% | +23.8% | +11.7% |
| 30D | +28.1% | -11.8% | +39.9% | +28.6% |
| 3M | +12.6% | -28.4% | +41.0% | +14.4% |
| 6M | +51.7% | -48.4% | +100.2% | +49.9% |
| All | +51.7% | -48.8% | +100.6% | +49.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling