-3.2%
SWK vs NBIX
+219.9%
-223.0%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | +0.1% |
| 7D | -7.5% | +0.4% | -7.9% | -7.6% |
| 30D | -12.5% | -0.2% | -12.3% | -12.5% |
| 3M | +8.3% | -4.0% | +12.3% | +8.9% |
| 6M | +23.4% | +20.6% | +2.8% | +17.9% |
| YTD | +23.8% | +10.1% | +13.7% | +20.3% |
| 1Y | +17.0% | +8.8% | +8.2% | +13.9% |
| 3Y | +10.7% | +42.5% | -31.8% | -0.9% |
| 5Y | -42.5% | +61.5% | -103.9% | -50.7% |
| All | -3.2% | +219.9% | -223.0% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NBIX.
Daily Out/Under-Performance
Portfolio return minus NBIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NBIX 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 10y: compounded portfolio wealth divided by compounded NBIX 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…
10y analysis · Full analysis span regression · 6 months rolling