+32.1%
SWKS vs BN
+271.1%
-239.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.9% | +2.1% | +1.8% |
| 7D | -6.2% | +5.3% | -11.5% | -9.7% |
| 30D | -1.5% | +11.9% | -13.4% | -8.8% |
| 3M | +23.0% | -5.7% | +28.7% | +26.3% |
| 6M | +27.6% | -10.6% | +38.2% | +34.8% |
| YTD | +32.3% | -9.4% | +41.7% | +37.3% |
| 1Y | +20.1% | -8.8% | +28.9% | +23.9% |
| 3Y | +0.6% | +95.6% | -95.0% | -37.1% |
| 5Y | -42.3% | +30.2% | -72.5% | -54.5% |
| All | +32.1% | +271.1% | -239.0% | -47.9% |
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