+8,007.1%
SWKS vs BEN
+4,913.3%
+3,093.8%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.5% | 0.0% | +1.7% |
| 7D | +12.5% | +0.2% | +12.3% | +12.3% |
| 30D | +10.5% | -0.5% | +11.0% | +10.6% |
| 3M | -7.4% | +9.7% | -17.1% | -11.9% |
| 6M | +32.7% | +33.9% | -1.2% | +13.2% |
| YTD | +19.2% | +49.0% | -29.8% | -4.0% |
| 1Y | +2.4% | +42.1% | -39.7% | -15.7% |
| 3Y | -25.6% | +51.9% | -77.5% | -42.0% |
| 5Y | -53.4% | +39.0% | -92.5% | -62.3% |
| 10Y | +23.2% | +57.9% | -34.7% | -13.6% |
| All | +8,007.1% | +4,913.3% | +3,093.8% | +2,328.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling