+617.0%
SWK vs LII
+3,124.4%
-2,507.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.2% | -0.3% | +0.4% |
| 7D | -0.4% | -0.7% | +0.3% | -0.2% |
| 30D | -5.7% | -12.6% | +6.9% | 0.0% |
| 3M | +24.1% | -24.4% | +48.5% | +38.7% |
| 6M | +24.7% | -28.7% | +53.4% | +42.7% |
| YTD | +33.9% | -19.1% | +53.1% | +45.0% |
| 1Y | +34.7% | -29.7% | +64.4% | +54.9% |
| 3Y | +15.3% | +4.8% | +10.5% | +11.6% |
| 5Y | -39.3% | +24.6% | -63.8% | -45.4% |
| 10Y | +2.5% | +169.2% | -166.7% | -31.1% |
| All | +617.0% | +3,124.4% | -2,507.4% | +120.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling