+53.9%
BEN vs SWK
+32.9%
+21.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.8% | +3.5% | +5.0% |
| 7D | +12.2% | +10.7% | +1.5% | +6.6% |
| 30D | +12.1% | +33.3% | -21.2% | -2.7% |
| 3M | +7.3% | +14.7% | -7.4% | -0.1% |
| 6M | +17.9% | +48.5% | -30.6% | -4.2% |
| YTD | +55.4% | +63.9% | -8.4% | +19.0% |
| 1Y | +69.3% | +80.4% | -11.1% | +23.2% |
| 3Y | +82.8% | +58.1% | +24.7% | +34.8% |
| 5Y | +28.8% | -24.5% | +53.3% | +33.9% |
| 10Y | +53.9% | +29.5% | +24.4% | +29.4% |
| All | +53.9% | +32.9% | +21.0% | +29.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling