+77.5%
SWK vs LII
-29.2%
+106.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | +0.7% |
| 7D | +11.0% | -0.6% | +11.6% | +11.6% |
| 30D | +30.1% | -4.6% | +34.6% | +32.5% |
| 3M | +14.7% | -21.2% | +35.9% | +29.2% |
| 6M | +44.5% | -36.4% | +80.9% | +78.7% |
| YTD | +59.4% | -28.9% | +88.3% | +78.5% |
| 1Y | +77.5% | -29.5% | +107.1% | +100.3% |
| All | +77.5% | -29.2% | +106.8% | +100.3% |
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