+69.4%
LIN vs SWKS
-44.6%
+113.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -2.9% | +5.5% | +3.1% |
| 7D | +3.3% | -4.9% | +8.2% | +4.1% |
| 30D | +8.8% | -1.2% | +10.0% | +8.8% |
| 3M | +8.6% | +24.2% | -15.5% | +3.5% |
| 6M | +7.0% | +21.5% | -14.5% | +1.1% |
| YTD | +24.3% | +33.5% | -9.2% | +14.3% |
| 1Y | +27.3% | +18.9% | +8.3% | +20.0% |
| 3Y | +38.9% | +0.4% | +38.5% | +27.4% |
| 5Y | +69.4% | -44.3% | +113.7% | +77.0% |
| All | +69.4% | -44.6% | +113.9% | +77.0% |
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