+33.2%
BE vs SWK
+77.0%
-43.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.4% | -3.0% | -3.9% |
| 7D | -13.4% | +11.3% | -24.7% | -15.8% |
| 30D | -33.9% | +31.5% | -65.4% | -40.1% |
| 3M | -12.0% | +14.4% | -26.4% | -15.8% |
| 6M | -29.0% | +46.4% | -75.4% | -37.6% |
| YTD | +113.4% | +61.6% | +51.8% | +64.6% |
| 1Y | +33.2% | +78.7% | -45.6% | +3.6% |
| All | +33.2% | +77.0% | -43.8% | +3.6% |
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