+1,721.9%
LITE vs SWK
+36.2%
+1,685.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +13.1% | -21.0% | -14.0% |
| 7D | -31.4% | +17.9% | -49.3% | -37.5% |
| 30D | -42.6% | +31.9% | -74.5% | -50.7% |
| 3M | -26.2% | +16.6% | -42.8% | -32.8% |
| 6M | -35.8% | +61.1% | -96.9% | -50.7% |
| YTD | +70.0% | +64.2% | +5.8% | +27.9% |
| 1Y | +232.7% | +85.2% | +147.5% | +135.8% |
| 3Y | +1,365.7% | +50.2% | +1,315.5% | +1,012.0% |
| 5Y | +609.5% | -22.8% | +632.3% | +614.3% |
| 10Y | +1,721.9% | +35.8% | +1,686.2% | +1,147.5% |
| All | +1,721.9% | +36.2% | +1,685.7% | +1,147.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling