+185.4%
SW vs BEN
+54.9%
+130.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.9% | +3.4% | -0.2% |
| 7D | +4.7% | -0.4% | +5.1% | +4.7% |
| 30D | +5.0% | -0.7% | +5.7% | +5.1% |
| 3M | -7.3% | -6.8% | -0.5% | -5.7% |
| 6M | +15.0% | +7.9% | +7.1% | +12.7% |
| YTD | +18.5% | +39.6% | -21.1% | +8.9% |
| 1Y | +27.1% | +48.5% | -21.4% | +15.0% |
| 3Y | +49.3% | +55.7% | -6.4% | +31.9% |
| 5Y | -1.6% | +15.1% | -16.8% | -9.9% |
| All | +185.4% | +54.9% | +130.5% | +141.8% |
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