+2.4%
SWKS vs BNY
+59.6%
-57.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | +12.5% | +1.4% | +11.1% | +11.7% |
| 30D | +10.5% | +3.8% | +6.7% | +8.3% |
| 3M | -7.4% | +14.9% | -22.3% | -14.4% |
| 6M | +32.7% | +40.3% | -7.7% | +7.9% |
| YTD | +19.2% | +43.8% | -24.6% | -6.2% |
| 1Y | +2.4% | +58.9% | -56.5% | -26.1% |
| All | +2.4% | +59.6% | -57.2% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 1y: compounded portfolio wealth divided by compounded BNY 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…
1y analysis · Full analysis span regression · 6 months rolling