+8,902.0%
SWKS vs LNT
+3,407.5%
+5,494.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.0% | +2.3% | +1.6% |
| 7D | -6.2% | +1.4% | -7.6% | -6.8% |
| 30D | -1.5% | +12.3% | -13.8% | -6.3% |
| 3M | +23.0% | +5.3% | +17.6% | +20.0% |
| 6M | +27.6% | +2.0% | +25.6% | +25.5% |
| YTD | +32.3% | +15.3% | +17.0% | +23.6% |
| 1Y | +20.1% | +12.3% | +7.8% | +13.3% |
| 3Y | +0.6% | +59.1% | -58.4% | -19.1% |
| 5Y | -42.3% | +51.7% | -94.0% | -53.5% |
| 10Y | +35.9% | +170.1% | -134.2% | -16.8% |
| All | +8,902.0% | +3,407.5% | +5,494.5% | +2,201.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling