+0.6%
SWKS vs LNT
+57.3%
-56.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.3% | +1.4% |
| 7D | -6.2% | +1.4% | -7.6% | -6.4% |
| 30D | -1.5% | +12.3% | -13.8% | -3.4% |
| 3M | +23.0% | +5.3% | +17.6% | +21.9% |
| 6M | +27.6% | +2.0% | +25.6% | +26.5% |
| YTD | +32.3% | +15.3% | +17.0% | +27.2% |
| 1Y | +20.1% | +12.3% | +7.8% | +16.1% |
| 3Y | +0.6% | +59.1% | -58.4% | -12.5% |
| All | +0.6% | +57.3% | -56.6% | -12.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling