+11.5%
SWKS vs BNS
+149.7%
-138.2%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | +9.4% | +0.9% | +8.5% | +8.9% |
| 30D | +17.0% | +2.8% | +14.2% | +15.0% |
| 3M | +28.9% | +3.0% | +25.9% | +26.2% |
| 6M | +33.1% | +23.3% | +9.9% | +16.1% |
| YTD | +44.8% | +29.3% | +15.5% | +21.5% |
| 1Y | +36.2% | +41.7% | -5.5% | +7.1% |
| 3Y | +11.5% | +147.7% | -136.2% | -40.1% |
| All | +11.5% | +149.7% | -138.2% | -40.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling