-0.6%
SWKS vs BN
+92.4%
-92.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -0.2% |
| 7D | -9.2% | +5.7% | -14.9% | -12.6% |
| 30D | -1.9% | +12.0% | -13.9% | -9.0% |
| 3M | +21.2% | -6.1% | +27.3% | +25.2% |
| 6M | +12.9% | -8.6% | +21.5% | +17.8% |
| YTD | +30.7% | -8.5% | +39.3% | +35.4% |
| 1Y | +14.1% | -8.4% | +22.6% | +17.8% |
| All | -0.6% | +92.4% | -92.9% | -38.6% |
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