+10,545.1%
LIN vs SWKS
+9,769.6%
+775.6%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -1.3% |
| 7D | -2.1% | +12.5% | -14.6% | -3.3% |
| 30D | -2.4% | +10.5% | -12.9% | -3.5% |
| 3M | -5.6% | -7.4% | +1.8% | -5.2% |
| 6M | -3.4% | +32.7% | -36.1% | -6.9% |
| YTD | +13.1% | +19.2% | -6.1% | +10.0% |
| 1Y | +2.5% | +2.4% | +0.1% | +1.0% |
| 3Y | +27.6% | -25.6% | +53.2% | +27.9% |
| 5Y | +63.0% | -53.4% | +116.5% | +70.1% |
| 10Y | +359.3% | +23.2% | +336.1% | +331.1% |
| All | +10,545.1% | +9,769.6% | +775.6% | +6,304.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling