+82.0%
SWKS vs IBN
+1,726.4%
-1,644.4%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.2% | -3.0% | -0.1% |
| 7D | -6.2% | +15.1% | -21.2% | -10.4% |
| 30D | -1.5% | +21.6% | -23.1% | -7.7% |
| 3M | +23.0% | +11.2% | +11.8% | +18.3% |
| 6M | +27.6% | +27.8% | -0.1% | +17.3% |
| YTD | +32.3% | +14.7% | +17.6% | +25.4% |
| 1Y | +20.1% | +14.4% | +5.7% | +13.9% |
| 3Y | +0.6% | +52.1% | -51.5% | -13.8% |
| 5Y | -42.3% | +70.7% | -113.0% | -52.3% |
| 10Y | +35.9% | +385.5% | -349.6% | -23.7% |
| All | +82.0% | +1,726.4% | -1,644.4% | -54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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