+7,465.1%
BNY vs SWK
+1,547.3%
+5,917.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.4% |
| 7D | 0.0% | -2.3% | +2.3% | +1.1% |
| 30D | +7.4% | +30.4% | -23.1% | -5.9% |
| 3M | -4.3% | +12.1% | -16.5% | -10.2% |
| 6M | +16.2% | +49.1% | -32.9% | -5.9% |
| YTD | +33.9% | +60.4% | -26.6% | +3.0% |
| 1Y | +39.7% | +78.3% | -38.6% | +1.8% |
| 3Y | +258.0% | +53.3% | +204.7% | +160.0% |
| 5Y | +191.4% | -27.0% | +218.3% | +192.0% |
| 10Y | +322.0% | +20.8% | +301.2% | +196.0% |
| All | +7,465.1% | +1,547.3% | +5,917.9% | +1,216.9% |
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