+8,794.6%
SWKS vs BEN
+4,597.0%
+4,197.6%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.9% | +2.8% | +0.4% |
| 7D | -9.2% | -0.4% | -8.8% | -9.2% |
| 30D | -1.9% | -0.7% | -1.2% | -1.8% |
| 3M | +21.2% | -6.8% | +28.0% | +25.1% |
| 6M | +12.9% | +7.9% | +5.0% | +7.7% |
| YTD | +30.7% | +39.6% | -8.8% | +8.5% |
| 1Y | +14.1% | +48.5% | -34.4% | -8.3% |
| 3Y | -1.7% | +55.7% | -57.4% | -24.4% |
| 5Y | -43.0% | +15.1% | -58.1% | -49.1% |
| 10Y | +34.3% | +57.4% | -23.0% | -5.7% |
| All | +8,794.6% | +4,597.0% | +4,197.6% | +2,645.5% |
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