+32.4%
SWKS vs BEN
+70.4%
-38.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.3% | -5.6% | -2.7% |
| 7D | -2.7% | +12.2% | -14.9% | -9.0% |
| 30D | +8.5% | +12.1% | -3.6% | +1.5% |
| 3M | +17.3% | +7.3% | +10.0% | +12.2% |
| 6M | +25.1% | +17.9% | +7.2% | +13.2% |
| YTD | +33.3% | +55.4% | -22.1% | +2.4% |
| 1Y | +22.9% | +69.3% | -46.4% | -10.1% |
| 3Y | +5.5% | +82.8% | -77.3% | -28.2% |
| 5Y | -41.9% | +28.8% | -70.7% | -53.0% |
| 10Y | +32.4% | +53.9% | -21.5% | -13.8% |
| All | +32.4% | +70.4% | -38.0% | -13.8% |
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