+9,760.7%
SWKS vs BNY
+7,611.6%
+2,149.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.1% | +2.7% | +2.7% |
| 7D | +10.9% | +3.6% | +7.3% | +9.2% |
| 30D | +17.6% | +8.8% | +8.8% | +13.2% |
| 3M | +29.2% | -5.8% | +35.0% | +32.4% |
| 6M | +37.0% | +15.5% | +21.5% | +27.9% |
| YTD | +44.9% | +33.9% | +11.0% | +26.5% |
| 1Y | +33.8% | +38.0% | -4.2% | +15.3% |
| 3Y | +10.2% | +258.2% | -248.0% | -37.4% |
| 5Y | -37.0% | +191.1% | -228.1% | -61.1% |
| 10Y | +50.0% | +322.3% | -272.3% | -23.3% |
| All | +9,760.7% | +7,611.6% | +2,149.1% | +1,858.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling