+25.9%
SWKS vs BN
+265.3%
-239.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.7% |
| 7D | +12.5% | -2.5% | +15.0% | +14.2% |
| 30D | +10.5% | -9.5% | +20.0% | +17.4% |
| 3M | -7.4% | -10.4% | +3.0% | -1.0% |
| 6M | +32.7% | -6.4% | +39.0% | +36.6% |
| YTD | +19.2% | -11.9% | +31.0% | +26.9% |
| 1Y | +2.4% | -8.6% | +11.0% | +6.4% |
| 3Y | -25.6% | +77.6% | -103.2% | -50.6% |
| 5Y | -53.4% | +37.0% | -90.5% | -64.1% |
| All | +25.9% | +265.3% | -239.4% | -51.3% |
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