+17.9%
SWKS vs ALNY
-48.3%
+66.1%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -4.1% | +13.9% | +9.8% |
| 7D | +17.5% | -6.4% | +23.9% | +17.7% |
| 30D | +23.0% | +11.9% | +11.1% | +22.8% |
| 3M | +19.5% | -15.0% | +34.6% | +19.0% |
| 6M | +54.3% | -23.2% | +77.5% | +54.9% |
| YTD | +35.3% | -37.8% | +73.0% | +36.5% |
| 1Y | +17.9% | -47.3% | +65.1% | +21.8% |
| All | +17.9% | -48.3% | +66.1% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALNY.
Daily Out/Under-Performance
Portfolio return minus ALNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALNY 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 ALNY 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