+280.2%
SWKS vs LII
+3,124.4%
-2,844.1%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.2% | +2.4% | +3.0% |
| 7D | +12.5% | -0.7% | +13.2% | +12.8% |
| 30D | +10.5% | -12.6% | +23.1% | +17.7% |
| 3M | -7.4% | -24.4% | +17.0% | +4.1% |
| 6M | +32.7% | -28.7% | +61.4% | +51.5% |
| YTD | +19.2% | -19.1% | +38.3% | +27.6% |
| 1Y | +2.4% | -29.7% | +32.1% | +16.8% |
| 3Y | -25.6% | +4.8% | -30.4% | -31.0% |
| 5Y | -53.4% | +24.6% | -78.0% | -61.1% |
| 10Y | +23.2% | +169.2% | -146.0% | -30.9% |
| All | +280.2% | +3,124.4% | -2,844.1% | -46.3% |
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