+911.5%
BE vs SWKS
-4.6%
+916.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +3.5% | +3.8% | +4.9% |
| 7D | +20.0% | +12.5% | +7.5% | +10.5% |
| 30D | +7.9% | +10.5% | -2.6% | +0.3% |
| 3M | -13.2% | -7.4% | -5.8% | -8.4% |
| 6M | +53.5% | +32.7% | +20.8% | +23.7% |
| YTD | +191.0% | +19.2% | +171.9% | +144.7% |
| 1Y | +360.5% | +2.4% | +358.1% | +334.3% |
| 3Y | +1,568.0% | -25.6% | +1,593.6% | +1,705.4% |
| 5Y | +1,055.2% | -53.4% | +1,108.6% | +1,702.3% |
| All | +911.5% | -4.6% | +916.1% | +806.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling