+53.8%
LNT vs SWK
-25.5%
+79.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.1% |
| 7D | +1.6% | +11.3% | -9.7% | +0.1% |
| 30D | +12.1% | +31.5% | -19.4% | +8.2% |
| 3M | +8.2% | +14.4% | -6.2% | +6.2% |
| 6M | +3.6% | +46.4% | -42.8% | -1.6% |
| YTD | +16.2% | +61.6% | -45.4% | +8.5% |
| 1Y | +12.8% | +78.7% | -65.9% | +3.9% |
| 3Y | +66.5% | +54.4% | +12.1% | +53.6% |
| 5Y | +53.8% | -25.3% | +79.1% | +52.1% |
| All | +53.8% | -25.5% | +79.3% | +52.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling