+5.5%
SWKS vs BN
+102.8%
-97.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.8% | -3.1% | -1.5% |
| 7D | -2.7% | +3.6% | -6.4% | -5.1% |
| 30D | +8.5% | +15.9% | -7.4% | -1.4% |
| 3M | +17.3% | -2.3% | +19.6% | +18.3% |
| 6M | +25.1% | -8.4% | +33.5% | +30.8% |
| YTD | +33.3% | -5.9% | +39.2% | +35.7% |
| 1Y | +22.9% | -5.6% | +28.5% | +24.5% |
| 3Y | +5.5% | +104.2% | -98.7% | -35.6% |
| All | +5.5% | +102.8% | -97.2% | -35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling