+32.4%
SWKS vs BNS
+186.8%
-154.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | -0.4% |
| 7D | -2.7% | -0.8% | -2.0% | -2.4% |
| 30D | +8.5% | +5.5% | +3.0% | +4.4% |
| 3M | +17.3% | +6.0% | +11.3% | +11.9% |
| 6M | +25.1% | +22.6% | +2.5% | +7.8% |
| YTD | +33.3% | +30.5% | +2.9% | +9.4% |
| 1Y | +22.9% | +44.1% | -21.2% | -6.1% |
| 3Y | +5.5% | +150.8% | -145.2% | -46.1% |
| 5Y | -41.9% | +80.7% | -122.6% | -62.9% |
| 10Y | +32.4% | +185.2% | -152.7% | -38.5% |
| All | +32.4% | +186.8% | -154.4% | -38.5% |
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