+51.0%
SWKS vs BN
+297.2%
-246.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.0% | +3.7% | +3.3% |
| 7D | +10.9% | -0.3% | +11.1% | +10.9% |
| 30D | +17.6% | +13.6% | +4.0% | +7.9% |
| 3M | +29.2% | -6.7% | +35.9% | +33.5% |
| 6M | +37.0% | -9.0% | +45.9% | +42.9% |
| YTD | +44.9% | -8.8% | +53.7% | +49.7% |
| 1Y | +33.8% | -10.6% | +44.4% | +39.8% |
| 3Y | +10.2% | +98.8% | -88.6% | -31.9% |
| 5Y | -37.0% | +33.6% | -70.6% | -51.1% |
| All | +51.0% | +297.2% | -246.3% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling