-14.1%
SWKS vs BBIO
+167.2%
-181.4%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.2% | +1.2% |
| 7D | +6.8% | -0.5% | +7.3% | +6.9% |
| 30D | +11.3% | -10.1% | +21.4% | +13.4% |
| 3M | +4.1% | +12.4% | -8.4% | +1.7% |
| 6M | +39.7% | +15.9% | +23.8% | +34.9% |
| YTD | +23.2% | -0.5% | +23.8% | +21.7% |
| 1Y | +5.3% | +42.2% | -36.9% | -4.2% |
| All | -14.1% | +167.2% | -181.4% | -32.8% |
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