-14.1%
SWKS vs BNY
+286.3%
-300.5%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.2% | +1.7% | +1.7% |
| 7D | +6.8% | +0.3% | +6.5% | +6.5% |
| 30D | +11.3% | +1.9% | +9.3% | +9.6% |
| 3M | +4.1% | +13.9% | -9.8% | -6.0% |
| 6M | +39.7% | +42.3% | -2.7% | +6.1% |
| YTD | +23.2% | +41.7% | -18.5% | -6.8% |
| 1Y | +5.3% | +57.8% | -52.5% | -27.1% |
| All | -14.1% | +286.3% | -300.5% | -66.6% |
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