+11.5%
SWKS vs BBIO
+187.2%
-175.7%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.1% |
| 7D | +9.4% | +5.4% | +4.0% | +8.5% |
| 30D | +17.0% | +20.6% | -3.6% | +13.3% |
| 3M | +28.9% | -3.6% | +32.5% | +29.4% |
| 6M | +33.1% | +14.1% | +19.0% | +29.1% |
| YTD | +44.8% | +2.4% | +42.4% | +41.8% |
| 1Y | +36.2% | +20.4% | +15.9% | +28.6% |
| 3Y | +11.5% | +184.5% | -173.0% | -15.3% |
| All | +11.5% | +187.2% | -175.7% | -15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling