+32.1%
SWKS vs BIIB
-14.6%
+46.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.8% | -0.6% | +0.8% |
| 7D | -6.2% | -2.1% | -4.1% | -5.7% |
| 30D | -1.5% | +11.8% | -13.3% | -4.1% |
| 3M | +23.0% | +20.4% | +2.6% | +17.7% |
| 6M | +27.6% | +30.2% | -2.6% | +19.5% |
| YTD | +32.3% | +41.1% | -8.8% | +20.9% |
| 1Y | +20.1% | +58.4% | -38.3% | +6.8% |
| 3Y | +0.6% | -0.1% | +0.8% | -2.6% |
| 5Y | -42.3% | -10.9% | -31.4% | -43.7% |
| All | +32.1% | -14.6% | +46.7% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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