-50.3%
SWKS vs BBIO
+52.7%
-103.0%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.2% | +1.3% |
| 7D | +6.8% | -0.5% | +7.3% | +6.9% |
| 30D | +11.3% | -10.1% | +21.4% | +12.6% |
| 3M | +4.1% | +12.4% | -8.4% | +2.6% |
| 6M | +39.7% | +15.9% | +23.8% | +36.8% |
| YTD | +23.2% | -0.5% | +23.8% | +22.3% |
| 1Y | +5.3% | +42.2% | -36.9% | 0.0% |
| 3Y | -15.1% | +167.8% | -182.9% | -26.4% |
| 5Y | -50.3% | +49.6% | -99.9% | -64.7% |
| All | -50.3% | +52.7% | -103.0% | -64.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling