+11.5%
SWKS vs BNY
+262.4%
-250.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.4% |
| 7D | +9.4% | +3.9% | +5.6% | +6.7% |
| 30D | +17.0% | +11.9% | +5.0% | +8.1% |
| 3M | +28.9% | -5.0% | +34.0% | +33.3% |
| 6M | +33.1% | +14.6% | +18.5% | +18.8% |
| YTD | +44.8% | +34.5% | +10.3% | +12.7% |
| 1Y | +36.2% | +40.6% | -4.4% | +2.1% |
| 3Y | +11.5% | +261.7% | -250.2% | -58.0% |
| All | +11.5% | +262.4% | -250.9% | -58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling