+8,794.6%
SWKS vs BN
+15,832.7%
-7,038.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.1% | +1.0% | -0.6% |
| 7D | -9.2% | +5.7% | -14.9% | -11.9% |
| 30D | -1.9% | +12.0% | -13.9% | -7.4% |
| 3M | +21.2% | -6.1% | +27.3% | +24.0% |
| 6M | +12.9% | -8.6% | +21.5% | +16.4% |
| YTD | +30.7% | -8.5% | +39.3% | +34.2% |
| 1Y | +14.1% | -8.4% | +22.6% | +17.0% |
| 3Y | -1.7% | +92.3% | -94.0% | -28.9% |
| 5Y | -43.0% | +31.3% | -74.3% | -51.4% |
| 10Y | +34.3% | +280.5% | -246.2% | -28.9% |
| All | +8,794.6% | +15,832.7% | -7,038.1% | +2,410.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling