+61.9%
LIN vs SWKS
-53.5%
+115.4%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -1.6% |
| 7D | -2.1% | +12.5% | -14.6% | -4.3% |
| 30D | -2.4% | +10.5% | -12.9% | -4.4% |
| 3M | -5.6% | -7.4% | +1.8% | -4.7% |
| 6M | -3.4% | +32.7% | -36.1% | -10.5% |
| YTD | +13.1% | +19.2% | -6.1% | +6.9% |
| 1Y | +2.5% | +2.4% | +0.1% | -0.3% |
| 3Y | +27.6% | -25.6% | +53.2% | +28.1% |
| All | +61.9% | -53.5% | +115.4% | +86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 5y: compounded portfolio wealth divided by compounded SWKS 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…
5y analysis · Full analysis span regression · 6 months rolling