+1,559.1%
SWKS vs BNS
+1,470.7%
+88.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.1% | +1.3% | +1.3% |
| 7D | -6.2% | -2.2% | -3.9% | -4.9% |
| 30D | -1.5% | +5.1% | -6.6% | -5.0% |
| 3M | +23.0% | +4.7% | +18.2% | +18.3% |
| 6M | +27.6% | +19.0% | +8.6% | +12.3% |
| YTD | +32.3% | +28.2% | +4.2% | +10.1% |
| 1Y | +20.1% | +43.4% | -23.3% | -7.6% |
| 3Y | +0.6% | +143.1% | -142.4% | -46.7% |
| 5Y | -42.3% | +77.3% | -119.6% | -62.1% |
| 10Y | +35.9% | +183.5% | -147.5% | -37.1% |
| All | +1,559.1% | +1,470.7% | +88.5% | +108.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling