-36.7%
SWK vs LPLA
+145.4%
-182.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.0% |
| 7D | -0.4% | -3.1% | +2.6% | +0.3% |
| 30D | -5.7% | -0.1% | -5.6% | -5.8% |
| 3M | +24.1% | +23.2% | +0.8% | +17.6% |
| 6M | +24.7% | +15.5% | +9.2% | +19.6% |
| YTD | +33.9% | +0.9% | +33.1% | +32.5% |
| 1Y | +34.7% | +0.2% | +34.5% | +32.8% |
| 3Y | +15.3% | +55.2% | -40.0% | -0.2% |
| All | -36.7% | +145.4% | -182.1% | -56.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling