+184.4%
SW vs BEN
+55.0%
+129.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.1% |
| 7D | +2.2% | +12.1% | -10.0% | -1.0% |
| 30D | +7.4% | +13.4% | -6.0% | +3.7% |
| 3M | -5.9% | +9.4% | -15.3% | -8.3% |
| 6M | +9.0% | +19.3% | -10.3% | +3.8% |
| YTD | +18.1% | +57.3% | -39.1% | +4.9% |
| 1Y | +28.7% | +69.1% | -40.5% | +12.2% |
| 3Y | +48.8% | +85.6% | -36.9% | +25.5% |
| 5Y | +2.5% | +32.9% | -30.5% | -9.6% |
| 10Y | +184.4% | +58.3% | +126.1% | +124.3% |
| All | +184.4% | +55.0% | +129.5% | +124.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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