+58.5%
BEN vs SWK
+46.5%
+12.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.6% | -2.3% | -3.9% |
| 7D | -0.4% | +11.3% | -11.7% | -4.6% |
| 30D | -0.7% | +28.1% | -28.8% | -10.1% |
| 3M | -6.8% | +12.6% | -19.4% | -11.4% |
| 6M | +7.9% | +51.7% | -43.8% | -9.7% |
| YTD | +39.6% | +60.0% | -20.4% | +13.2% |
| 1Y | +48.5% | +72.7% | -24.2% | +16.2% |
| All | +58.5% | +46.5% | +12.0% | +19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling