+77.5%
SWK vs LPLA
-20.6%
+98.1%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | -0.1% |
| 7D | +11.0% | +4.1% | +6.9% | +10.7% |
| 30D | +30.1% | -9.0% | +39.1% | +31.0% |
| 3M | +14.7% | -17.6% | +32.3% | +16.9% |
| 6M | +44.5% | -8.8% | +53.3% | +46.8% |
| YTD | +59.4% | -17.0% | +76.4% | +63.3% |
| 1Y | +77.5% | -20.4% | +97.9% | +87.8% |
| All | +77.5% | -20.6% | +98.1% | +87.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA 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 LPLA 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