+526.2%
BE vs SWKS
-43.2%
+569.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.9% | -3.5% | -4.5% |
| 7D | -12.1% | -4.9% | -7.2% | -9.2% |
| 30D | -30.1% | -1.2% | -28.9% | -29.6% |
| 3M | -12.1% | +24.2% | -36.3% | -25.1% |
| 6M | -30.6% | +21.5% | -52.1% | -40.7% |
| YTD | +130.6% | +33.5% | +97.1% | +79.7% |
| 1Y | +55.3% | +18.9% | +36.4% | +32.1% |
| 3Y | +1,755.6% | +0.4% | +1,755.2% | +1,475.5% |
| All | +526.2% | -43.2% | +569.5% | +777.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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