+966.3%
SWKS vs ALNY
+4,262.5%
-3,296.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.9% | +3.4% |
| 7D | +12.5% | +12.2% | +0.3% | +10.2% |
| 30D | +10.5% | +16.3% | -5.9% | +7.5% |
| 3M | -7.4% | -12.4% | +5.0% | -6.6% |
| 6M | +32.7% | -18.7% | +51.4% | +35.3% |
| YTD | +19.2% | -33.1% | +52.2% | +25.5% |
| 1Y | +2.4% | -41.3% | +43.7% | +10.2% |
| 3Y | -25.6% | +32.3% | -57.9% | -33.7% |
| 5Y | -53.4% | +34.8% | -88.2% | -60.3% |
| 10Y | +23.2% | +284.7% | -261.6% | -24.4% |
| All | +966.3% | +4,262.5% | -3,296.1% | +305.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling