+20.1%
SWKS vs LII
-29.2%
+49.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.0% | +3.2% | +1.6% |
| 7D | -6.2% | -0.6% | -5.5% | -6.1% |
| 30D | -1.5% | -4.6% | +3.1% | -0.9% |
| 3M | +23.0% | -21.2% | +44.2% | +30.5% |
| 6M | +27.6% | -36.4% | +64.0% | +42.2% |
| YTD | +32.3% | -28.9% | +61.2% | +39.0% |
| 1Y | +20.1% | -29.5% | +49.7% | +26.4% |
| All | +20.1% | -29.2% | +49.4% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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