+50.8%
SWKS vs BEN
+58.7%
-7.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.3% |
| 7D | +9.4% | +6.8% | +2.6% | +5.4% |
| 30D | +17.0% | +18.0% | -1.0% | +6.4% |
| 3M | +28.9% | +7.5% | +21.5% | +23.1% |
| 6M | +33.1% | +14.7% | +18.4% | +22.2% |
| YTD | +44.8% | +56.1% | -11.3% | +10.8% |
| 1Y | +36.2% | +69.6% | -33.4% | -0.5% |
| 3Y | +11.5% | +87.7% | -76.2% | -25.3% |
| 5Y | -37.1% | +28.6% | -65.7% | -49.1% |
| All | +50.8% | +58.7% | -7.9% | -3.8% |
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