+42.3%
SWKS vs BNS
+179.9%
-137.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +2.1% |
| 7D | +6.8% | -1.3% | +8.1% | +7.6% |
| 30D | +11.3% | +4.0% | +7.3% | +7.8% |
| 3M | +4.1% | +13.8% | -9.7% | -5.4% |
| 6M | +39.7% | +32.7% | +7.0% | +13.7% |
| YTD | +23.2% | +27.6% | -4.4% | +2.8% |
| 1Y | +5.3% | +47.4% | -42.1% | -20.7% |
| 3Y | -15.1% | +129.0% | -144.1% | -53.8% |
| 5Y | -50.3% | +92.7% | -143.0% | -69.5% |
| 10Y | +42.3% | +182.1% | -139.7% | -32.9% |
| All | +42.3% | +179.9% | -137.5% | -32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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