-36.5%
SWKS vs BIIB
-7.5%
-29.1%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.5% |
| 7D | +9.4% | +2.0% | +7.4% | +8.7% |
| 30D | +17.0% | +8.8% | +8.1% | +13.7% |
| 3M | +28.9% | +20.3% | +8.6% | +21.2% |
| 6M | +33.1% | +23.9% | +9.2% | +23.2% |
| YTD | +44.8% | +44.0% | +0.8% | +26.2% |
| 1Y | +36.2% | +53.8% | -17.6% | +15.9% |
| 3Y | +11.5% | +13.8% | -2.4% | +0.8% |
| All | -36.5% | -7.5% | -29.1% | -38.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling