+14.6%
SWKS vs BBIO
+144.5%
-129.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.6% |
| 7D | +12.5% | -2.3% | +14.8% | +12.9% |
| 30D | +10.5% | -8.7% | +19.2% | +11.9% |
| 3M | -7.4% | +11.2% | -18.5% | -8.9% |
| 6M | +32.7% | +12.5% | +20.2% | +29.8% |
| YTD | +19.2% | -2.2% | +21.3% | +18.3% |
| 1Y | +2.4% | +44.4% | -42.0% | -4.1% |
| 3Y | -25.6% | +144.7% | -170.4% | -37.0% |
| 5Y | -53.4% | +45.0% | -98.4% | -65.5% |
| All | +14.6% | +144.5% | -129.9% | -33.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling