+1,654.0%
SWK vs IONS
+273.5%
+1,380.5%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.7% | +13.8% | +13.2% |
| 7D | +17.9% | -10.6% | +28.5% | +19.2% |
| 30D | +31.9% | -7.7% | +39.6% | +32.9% |
| 3M | +16.6% | -27.1% | +43.7% | +20.1% |
| 6M | +61.1% | -46.8% | +107.9% | +70.5% |
| YTD | +64.2% | -49.2% | +113.5% | +74.4% |
| 1Y | +85.2% | -44.9% | +130.1% | +95.0% |
| 3Y | +50.2% | -14.9% | +65.1% | +48.8% |
| 5Y | -22.8% | +15.9% | -38.7% | -26.9% |
| 10Y | +35.8% | +48.0% | -12.2% | +21.9% |
| All | +1,654.0% | +273.5% | +1,380.5% | +1,075.5% |
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