+465.4%
BE vs SWKS
-43.2%
+508.6%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.8% | +11.1% | +11.4% |
| 7D | -1.2% | -2.7% | +1.5% | +0.9% |
| 30D | -30.9% | +8.5% | -39.4% | -34.0% |
| 3M | -11.6% | +17.3% | -28.9% | -21.3% |
| 6M | -25.7% | +25.1% | -50.8% | -37.1% |
| YTD | +123.1% | +33.3% | +89.8% | +74.7% |
| 1Y | +43.4% | +22.9% | +20.5% | +19.6% |
| 3Y | +1,683.6% | +5.5% | +1,678.1% | +1,349.2% |
| 5Y | +465.4% | -41.9% | +507.3% | +663.3% |
| All | +465.4% | -43.2% | +508.6% | +663.3% |
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