+50.0%
SWK vs LPLA
+38.6%
+11.5%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.8% | -2.0% |
| 7D | +11.3% | +7.6% | +3.6% | +10.1% |
| 30D | +28.1% | -9.5% | +37.6% | +29.7% |
| 3M | +12.6% | -16.3% | +28.9% | +15.3% |
| 6M | +51.7% | -8.0% | +59.7% | +52.8% |
| YTD | +60.0% | -15.5% | +75.5% | +63.1% |
| 1Y | +72.7% | -19.4% | +92.0% | +77.6% |
| All | +50.0% | +38.6% | +11.5% | +53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling