+1,376.8%
BAC vs SWKS
+8,307.4%
-6,930.6%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -0.6% |
| 7D | +1.1% | +12.5% | -11.4% | -0.7% |
| 30D | -0.4% | +10.5% | -10.9% | -1.9% |
| 3M | +16.9% | -7.4% | +24.3% | +17.6% |
| 6M | +26.6% | +32.7% | -6.1% | +20.2% |
| YTD | +15.8% | +19.2% | -3.4% | +11.5% |
| 1Y | +27.2% | +2.4% | +24.8% | +24.8% |
| 3Y | +132.4% | -25.6% | +158.0% | +134.5% |
| 5Y | +72.6% | -53.4% | +126.0% | +84.2% |
| 10Y | +389.7% | +23.2% | +366.6% | +351.2% |
| All | +1,376.8% | +8,307.4% | -6,930.6% | +716.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded SWKS 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling