+85.2%
SWK vs LII
-26.0%
+111.2%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +3.6% | +9.5% | +11.2% |
| 7D | +17.9% | +7.9% | +10.0% | +13.6% |
| 30D | +31.9% | -0.6% | +32.6% | +31.6% |
| 3M | +16.6% | -19.3% | +35.9% | +29.7% |
| 6M | +61.1% | -29.8% | +91.0% | +87.3% |
| YTD | +64.2% | -25.4% | +89.6% | +79.5% |
| 1Y | +85.2% | -26.2% | +111.4% | +104.2% |
| All | +85.2% | -26.0% | +111.2% | +104.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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