+15,251.3%
BN vs SWK
+1,275.2%
+13,976.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.6% |
| 7D | -2.5% | -0.4% | -2.0% | -2.3% |
| 30D | -9.5% | -5.7% | -3.8% | -7.5% |
| 3M | -10.4% | +24.1% | -34.5% | -18.0% |
| 6M | -6.4% | +24.7% | -31.1% | -14.8% |
| YTD | -11.9% | +33.9% | -45.8% | -22.2% |
| 1Y | -8.6% | +34.7% | -43.3% | -19.9% |
| 3Y | +77.6% | +15.3% | +62.3% | +61.2% |
| 5Y | +37.0% | -39.3% | +76.3% | +52.8% |
| 10Y | +266.4% | +2.5% | +263.9% | +225.4% |
| All | +15,251.3% | +1,275.2% | +13,976.2% | +6,656.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling