+5,555.0%
FLEX vs SWK
+1,294.5%
+4,260.5%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | +13.1% | -25.4% | -20.1% |
| 7D | -17.0% | +17.9% | -34.9% | -26.3% |
| 30D | -33.8% | +31.9% | -65.8% | -45.4% |
| 3M | -39.0% | +16.6% | -55.6% | -46.0% |
| 6M | -15.9% | +61.1% | -77.0% | -38.3% |
| YTD | +27.8% | +64.2% | -36.4% | -8.5% |
| 1Y | +25.0% | +85.2% | -60.2% | -17.0% |
| 3Y | +292.3% | +50.2% | +242.1% | +175.3% |
| 5Y | +472.6% | -22.8% | +495.4% | +467.6% |
| 10Y | +653.7% | +35.8% | +617.9% | +404.2% |
| All | +5,555.0% | +1,294.5% | +4,260.5% | +1,045.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling