+35.7%
LNG vs SWK
+79.5%
-43.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.8% | -0.3% | +3.1% |
| 7D | -8.6% | +10.7% | -19.2% | -6.3% |
| 30D | +2.4% | +33.3% | -30.9% | +8.6% |
| 3M | +11.5% | +14.7% | -3.2% | +14.9% |
| 6M | +19.2% | +48.5% | -29.3% | +28.7% |
| YTD | +47.6% | +63.9% | -16.3% | +65.4% |
| All | +35.7% | +79.5% | -43.9% | +53.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling