-6.2%
BN vs SWK
+79.5%
-85.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.8% | +1.0% | +2.7% |
| 7D | +3.6% | +10.7% | -7.0% | -0.5% |
| 30D | +15.9% | +33.3% | -17.5% | +4.1% |
| 3M | -2.3% | +14.7% | -17.0% | -7.6% |
| 6M | -8.4% | +48.5% | -56.9% | -21.4% |
| YTD | -5.9% | +63.9% | -69.8% | -22.8% |
| All | -6.2% | +79.5% | -85.7% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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