+8,007.1%
SWKS vs BNY
+8,183.7%
-176.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-07.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | +12.5% | +1.4% | +11.1% | +11.8% |
| 30D | +10.5% | +3.8% | +6.7% | +8.5% |
| 3M | -7.4% | +14.9% | -22.3% | -13.2% |
| 6M | +32.7% | +40.3% | -7.7% | +13.7% |
| YTD | +19.2% | +43.9% | -24.7% | +0.8% |
| 1Y | +2.4% | +59.0% | -56.6% | -17.1% |
| 3Y | -25.6% | +290.7% | -316.4% | -59.3% |
| 5Y | -53.4% | +250.4% | -303.8% | -73.4% |
| 10Y | +23.2% | +411.2% | -388.0% | -41.9% |
| All | +8,007.1% | +8,183.7% | -176.5% | +1,461.0% |
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 1990-01-01 to 2026-09-07: 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…
1990-01-01 to 2026-09-07 analysis · Full analysis span regression · 6 months rolling