+317.2%
SWKS vs LII
+2,790.7%
-2,473.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.8% | +0.8% | -0.7% |
| 7D | -9.2% | +0.2% | -9.4% | -9.4% |
| 30D | -1.9% | -4.6% | +2.7% | -0.5% |
| 3M | +21.2% | -21.7% | +42.9% | +34.6% |
| 6M | +12.9% | -32.8% | +45.7% | +32.3% |
| YTD | +30.7% | -27.5% | +58.3% | +46.0% |
| 1Y | +14.1% | -28.0% | +42.1% | +27.7% |
| 3Y | -1.7% | -7.2% | +5.5% | -3.9% |
| 5Y | -43.0% | +22.6% | -65.6% | -52.4% |
| 10Y | +34.3% | +171.5% | -137.2% | -25.7% |
| All | +317.2% | +2,790.7% | -2,473.5% | -38.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling