+78.2%
SWK vs LPLA
-19.1%
+97.3%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.8% | -2.1% |
| 7D | +11.3% | +7.6% | +3.6% | +10.5% |
| 30D | +28.1% | -9.5% | +37.6% | +29.0% |
| 3M | +12.6% | -16.3% | +28.9% | +14.5% |
| 6M | +51.7% | -8.0% | +59.7% | +54.0% |
| YTD | +60.0% | -15.5% | +75.5% | +63.5% |
| All | +78.2% | -19.1% | +97.3% | +88.0% |
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