+640.4%
FLEX vs SWKS
+37.5%
+602.9%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.8% | +11.2% | +11.6% |
| 7D | -7.2% | -2.7% | -4.4% | -5.5% |
| 30D | -34.8% | +8.5% | -43.3% | -37.1% |
| 3M | -35.6% | +17.3% | -52.9% | -41.7% |
| 6M | -45.0% | +25.1% | -70.1% | -52.4% |
| YTD | +29.4% | +33.3% | -4.0% | +4.0% |
| 1Y | +24.8% | +22.9% | +1.9% | +5.0% |
| 3Y | +304.4% | +5.5% | +298.9% | +239.3% |
| 5Y | +484.1% | -41.9% | +526.0% | +575.6% |
| 10Y | +640.4% | +32.4% | +608.0% | +412.8% |
| All | +640.4% | +37.5% | +602.9% | +412.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling