+15.1%
BEN vs SWK
-25.4%
+40.6%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.6% | -2.3% | -3.8% |
| 7D | -0.4% | +11.3% | -11.7% | -5.2% |
| 30D | -0.7% | +28.1% | -28.8% | -11.3% |
| 3M | -6.8% | +12.6% | -19.4% | -12.1% |
| 6M | +7.9% | +51.7% | -43.8% | -11.9% |
| YTD | +39.6% | +60.0% | -20.4% | +10.1% |
| 1Y | +48.5% | +72.7% | -24.2% | +12.5% |
| 3Y | +55.7% | +46.3% | +9.4% | +21.2% |
| 5Y | +15.1% | -24.6% | +39.8% | +19.6% |
| All | +15.1% | -25.4% | +40.6% | +19.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling