+20.1%
SWKS vs LNT
+12.2%
+7.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.3% | +1.1% |
| 7D | -6.2% | +1.4% | -7.6% | -6.0% |
| 30D | -1.5% | +12.3% | -13.8% | -0.9% |
| 3M | +23.0% | +5.3% | +17.6% | +23.3% |
| 6M | +27.6% | +2.0% | +25.6% | +26.2% |
| YTD | +32.3% | +15.3% | +17.0% | +27.5% |
| 1Y | +20.1% | +12.3% | +7.8% | +15.2% |
| All | +20.1% | +12.2% | +7.9% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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