+57.9%
BNY vs SWK
+22.8%
+35.1%
-10.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | +0.1% |
| 7D | +0.3% | -4.6% | +4.8% | +1.0% |
| 30D | +1.9% | -9.9% | +11.8% | +3.4% |
| 3M | +13.9% | +15.4% | -1.5% | +10.6% |
| 6M | +42.3% | +25.0% | +17.3% | +35.4% |
| YTD | +41.8% | +27.2% | +14.6% | +34.6% |
| 1Y | +57.9% | +24.6% | +33.4% | +48.5% |
| All | +57.9% | +22.8% | +35.1% | +48.5% |
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