+58.0%
BEN vs SWK
+2.4%
+55.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +3.1% |
| 7D | +0.2% | -0.4% | +0.7% | +0.5% |
| 30D | -0.5% | -5.7% | +5.2% | +2.2% |
| 3M | +9.7% | +24.1% | -14.3% | -2.3% |
| 6M | +33.9% | +24.7% | +9.2% | +18.1% |
| YTD | +49.0% | +33.9% | +15.0% | +26.2% |
| 1Y | +42.1% | +34.7% | +7.4% | +18.9% |
| 3Y | +51.9% | +15.3% | +36.6% | +31.1% |
| 5Y | +39.0% | -39.3% | +78.3% | +61.6% |
| All | +58.0% | +2.4% | +55.6% | +34.5% |
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