+78.7%
SWK vs LPLA
-17.5%
+96.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.0% | -2.4% | -1.6% |
| 7D | +11.3% | +3.6% | +7.7% | +10.8% |
| 30D | +31.5% | -6.8% | +38.2% | +31.9% |
| 3M | +14.4% | -17.0% | +31.5% | +16.5% |
| 6M | +46.4% | +1.8% | +44.6% | +45.1% |
| YTD | +61.6% | -13.4% | +75.0% | +64.5% |
| 1Y | +78.7% | -17.5% | +96.3% | +88.4% |
| All | +78.7% | -17.5% | +96.3% | +88.4% |
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