+4,990.8%
LUV vs SWK
+1,536.3%
+3,454.5%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | +4.8% | +11.0% | -6.3% | +0.1% |
| 30D | +6.5% | +30.1% | -23.5% | -4.7% |
| 3M | -4.9% | +14.7% | -19.5% | -10.3% |
| 6M | +8.1% | +44.5% | -36.4% | -7.6% |
| YTD | +9.0% | +59.4% | -50.4% | -11.0% |
| 1Y | +43.6% | +77.5% | -33.9% | +12.0% |
| 3Y | +101.4% | +49.5% | +51.9% | +62.6% |
| 5Y | -7.3% | -24.9% | +17.6% | -4.2% |
| 10Y | +24.6% | +31.8% | -7.2% | -2.3% |
| All | +4,990.8% | +1,536.3% | +3,454.5% | +1,348.8% |
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