-30.8%
FLEX vs SWK
+55.2%
-86.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -2.6% | -11.0% | -12.5% |
| 7D | -28.3% | +11.3% | -39.6% | -32.0% |
| 30D | -45.0% | +28.1% | -73.1% | -54.0% |
| 3M | -45.2% | +12.6% | -57.8% | -48.2% |
| 6M | -30.8% | +51.7% | -82.5% | -59.9% |
| All | -30.8% | +55.2% | -86.0% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 6mo: compounded portfolio wealth divided by compounded SWK 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…
6mo analysis · Full analysis span regression · 6 months rolling