+465.4%
BE vs SWK
-23.3%
+488.7%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.8% | +9.1% | +10.3% |
| 7D | -1.2% | +10.7% | -11.9% | -7.4% |
| 30D | -30.9% | +33.3% | -64.2% | -42.1% |
| 3M | -11.6% | +14.7% | -26.3% | -19.3% |
| 6M | -25.7% | +48.5% | -74.2% | -41.6% |
| YTD | +123.1% | +63.9% | +59.2% | +61.3% |
| 1Y | +43.4% | +80.4% | -37.0% | -2.7% |
| 3Y | +1,683.6% | +58.1% | +1,625.5% | +1,146.4% |
| 5Y | +465.4% | -24.5% | +489.9% | +434.6% |
| All | +465.4% | -23.3% | +488.7% | +434.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling