+11,596.6%
LIN vs SWK
+1,432.3%
+10,164.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +13.1% | -10.5% | -2.3% |
| 7D | +3.3% | +17.9% | -14.6% | -3.2% |
| 30D | +8.8% | +31.9% | -23.2% | -2.4% |
| 3M | +8.6% | +16.6% | -7.9% | +2.0% |
| 6M | +7.0% | +61.1% | -54.1% | -11.8% |
| YTD | +24.3% | +64.2% | -39.9% | +0.3% |
| 1Y | +27.3% | +85.2% | -58.0% | -2.4% |
| 3Y | +38.9% | +50.2% | -11.3% | +8.9% |
| 5Y | +69.4% | -22.8% | +92.2% | +65.9% |
| 10Y | +440.7% | +35.8% | +405.0% | +287.8% |
| All | +11,596.6% | +1,432.3% | +10,164.3% | +3,264.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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