+20.1%
SWKS vs BEN
+54.9%
-34.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.7% | -3.5% | -0.3% |
| 7D | -6.2% | +6.6% | -12.8% | -8.3% |
| 30D | -1.5% | +3.8% | -5.3% | -2.8% |
| 3M | +23.0% | +0.2% | +22.7% | +22.5% |
| 6M | +27.6% | +10.4% | +17.2% | +22.7% |
| YTD | +32.3% | +46.2% | -13.9% | +11.8% |
| 1Y | +20.1% | +52.3% | -32.1% | -1.3% |
| All | +20.1% | +54.9% | -34.8% | -1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling