+22.2%
SWK vs NBIX
+217.1%
-194.9%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.5% |
| 7D | -1.4% | +1.7% | -3.1% | -1.7% |
| 30D | +25.5% | +23.2% | +2.3% | +19.7% |
| 3M | +11.8% | +11.0% | +0.8% | +8.9% |
| 6M | +48.7% | +3.8% | +44.9% | +46.4% |
| YTD | +57.2% | +18.0% | +39.2% | +49.8% |
| 1Y | +75.3% | +16.1% | +59.2% | +67.5% |
| 3Y | +51.9% | +51.8% | +0.1% | +33.6% |
| 5Y | -30.7% | +90.2% | -121.0% | -42.9% |
| All | +22.2% | +217.1% | -194.9% | -7.4% |
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