+17.0%
SWK vs NBIX
+10.4%
+6.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +8.5% |
| 6M | +23.4% | +20.6% | +2.8% | +15.3% |
| YTD | +23.8% | +10.1% | +13.7% | +18.9% |
| 1Y | +17.0% | +8.8% | +8.2% | +10.8% |
| All | +17.0% | +10.4% | +6.6% | +10.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling