+5,083.9%
LITE vs SWK
+22.4%
+5,061.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.9% | +3.1% | +3.6% |
| 7D | -1.5% | -0.4% | -1.1% | -1.3% |
| 30D | +6.7% | -5.7% | +12.4% | +9.8% |
| 3M | -6.8% | +24.1% | -30.8% | -16.5% |
| 6M | +29.4% | +24.7% | +4.7% | +14.8% |
| YTD | +139.1% | +33.9% | +105.1% | +102.7% |
| 1Y | +521.0% | +34.7% | +486.3% | +424.1% |
| 3Y | +1,535.3% | +15.3% | +1,520.0% | +1,340.1% |
| 5Y | +889.8% | -39.3% | +929.1% | +1,035.3% |
| 10Y | +2,400.7% | +2.5% | +2,398.2% | +1,959.0% |
| All | +5,083.9% | +22.4% | +5,061.4% | +3,708.5% |
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 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