+1,608.7%
SWK vs IONS
+260.9%
+1,347.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.8% | -2.2% |
| 7D | +11.3% | -12.6% | +23.8% | +12.7% |
| 30D | +28.1% | -11.8% | +39.9% | +29.6% |
| 3M | +12.6% | -28.4% | +41.0% | +16.2% |
| 6M | +51.7% | -48.4% | +100.2% | +61.0% |
| YTD | +60.0% | -51.0% | +110.9% | +70.5% |
| 1Y | +72.7% | -48.0% | +120.7% | +82.9% |
| 3Y | +46.3% | -17.8% | +64.1% | +45.5% |
| 5Y | -24.6% | +15.2% | -39.8% | -28.6% |
| 10Y | +32.2% | +43.0% | -10.8% | +19.1% |
| All | +1,608.7% | +260.9% | +1,347.7% | +1,049.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling