+18.9%
SWKS vs LVS
-31.5%
+50.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +6.5% | -9.4% | -3.0% |
| 7D | -4.9% | +13.4% | -18.3% | -5.2% |
| 30D | -1.2% | +12.2% | -13.4% | -1.4% |
| 3M | +24.2% | -10.7% | +34.9% | +24.9% |
| 6M | +21.5% | -19.8% | +41.3% | +23.0% |
| YTD | +33.5% | -35.8% | +69.3% | +40.1% |
| 1Y | +18.9% | -31.8% | +50.7% | +23.9% |
| All | +18.9% | -31.5% | +50.4% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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