+16,344.0%
BN vs SWK
+1,585.9%
+14,758.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +13.1% | -7.1% | +1.1% |
| 7D | +12.0% | +17.9% | -5.9% | +5.1% |
| 30D | +17.0% | +31.9% | -14.9% | +5.2% |
| 3M | -3.2% | +16.6% | -19.8% | -8.9% |
| 6M | -3.9% | +61.1% | -65.0% | -20.5% |
| YTD | -5.6% | +64.2% | -69.8% | -23.0% |
| 1Y | -4.7% | +85.2% | -90.0% | -26.0% |
| 3Y | +98.4% | +50.2% | +48.2% | +62.8% |
| 5Y | +37.8% | -22.8% | +60.6% | +40.3% |
| 10Y | +292.7% | +35.8% | +256.9% | +214.2% |
| All | +16,344.0% | +1,585.9% | +14,758.1% | +6,585.7% |
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