+39.3%
SWKS vs BBIO
+155.8%
-116.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +9.4% | +5.4% | +4.0% | +8.6% |
| 30D | +17.0% | +20.6% | -3.6% | +14.0% |
| 3M | +28.9% | -3.6% | +32.5% | +29.1% |
| 6M | +33.1% | +14.1% | +19.0% | +30.0% |
| YTD | +44.8% | +2.4% | +42.4% | +42.3% |
| 1Y | +36.2% | +20.4% | +15.9% | +30.8% |
| 3Y | +11.5% | +184.5% | -173.0% | -7.5% |
| 5Y | -37.1% | +63.5% | -100.6% | -54.3% |
| All | +39.3% | +155.8% | -116.5% | -19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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