+59.4%
BE vs SWK
+73.5%
-14.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.2% | -1.4% | -2.9% |
| 7D | +20.5% | -2.0% | +22.5% | +21.3% |
| 30D | -23.4% | +24.6% | -47.9% | -29.1% |
| 3M | -14.9% | +10.8% | -25.6% | -17.7% |
| 6M | -28.1% | +46.1% | -74.1% | -36.3% |
| YTD | +132.4% | +56.8% | +75.6% | +82.2% |
| 1Y | +59.4% | +72.7% | -13.4% | +29.3% |
| All | +59.4% | +73.5% | -14.1% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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