-41.5%
SWK vs NBIX
+63.6%
-105.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NBIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -4.6% | -1.7% | -2.9% | -4.2% |
| 30D | -9.9% | -5.9% | -4.0% | -8.8% |
| 3M | +15.4% | -6.1% | +21.5% | +16.5% |
| 6M | +25.0% | +19.4% | +5.6% | +19.8% |
| YTD | +27.2% | +9.4% | +17.8% | +23.8% |
| 1Y | +24.6% | +7.6% | +17.0% | +21.6% |
| 3Y | +13.7% | +42.0% | -28.3% | +1.9% |
| 5Y | -41.5% | +64.3% | -105.8% | -51.5% |
| All | -41.5% | +63.6% | -105.1% | -51.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling