+66.9%
BEN vs SWK
+76.3%
-9.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.3% |
| 7D | +7.2% | -2.3% | +9.5% | +8.0% |
| 30D | +14.1% | +30.4% | -16.3% | +5.2% |
| 3M | +9.9% | +12.1% | -2.2% | +6.0% |
| 6M | +17.4% | +49.1% | -31.7% | +2.6% |
| YTD | +57.3% | +60.4% | -3.1% | +32.9% |
| 1Y | +66.9% | +78.3% | -11.4% | +36.0% |
| All | +66.9% | +76.3% | -9.3% | +36.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling