-57.0%
FIG vs SWKS
+33.5%
-90.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -0.5% |
| 7D | +2.6% | +10.9% | -8.3% | +1.6% |
| 30D | -13.1% | +17.6% | -30.6% | -14.4% |
| 3M | -20.3% | +29.2% | -49.5% | -22.7% |
| 6M | -2.1% | +37.0% | -39.1% | -7.9% |
| YTD | -49.4% | +44.9% | -94.3% | -55.1% |
| 1Y | -57.0% | +33.8% | -90.8% | -58.7% |
| All | -57.0% | +33.5% | -90.5% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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