+10,545.1%
LIN vs SWK
+1,149.9%
+9,395.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.9% | -1.8% | -1.3% |
| 7D | -2.1% | -0.4% | -1.7% | -2.0% |
| 30D | -2.4% | -5.7% | +3.3% | -0.3% |
| 3M | -5.6% | +24.1% | -29.6% | -13.6% |
| 6M | -3.4% | +24.7% | -28.1% | -12.6% |
| YTD | +13.1% | +33.9% | -20.8% | -1.0% |
| 1Y | +2.5% | +34.7% | -32.2% | -11.3% |
| 3Y | +27.6% | +15.3% | +12.3% | +10.9% |
| 5Y | +63.0% | -39.3% | +102.3% | +75.4% |
| 10Y | +359.3% | +2.5% | +356.8% | +268.8% |
| All | +10,545.1% | +1,149.9% | +9,395.3% | +3,221.1% |
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