+36.2%
SWKS vs IBB
+29.7%
+6.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | 0.0% |
| 7D | +9.4% | -0.5% | +10.0% | +9.5% |
| 30D | +17.0% | +4.6% | +12.4% | +16.1% |
| 3M | +28.9% | +6.8% | +22.1% | +26.9% |
| 6M | +33.1% | +23.1% | +10.0% | +25.8% |
| YTD | +44.8% | +26.0% | +18.8% | +35.1% |
| 1Y | +36.2% | +30.4% | +5.8% | +24.9% |
| All | +36.2% | +29.7% | +6.6% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling