+26.0%
FLEX vs SWKS
+33.8%
-7.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | +7.5% | +9.4% | -2.0% | +5.6% |
| 30D | -25.3% | +17.0% | -42.3% | -27.0% |
| 3M | -39.7% | +28.9% | -68.6% | -42.0% |
| 6M | -47.9% | +33.1% | -81.0% | -49.3% |
| YTD | +24.1% | +44.8% | -20.7% | +14.9% |
| 1Y | +26.0% | +36.2% | -10.3% | +22.0% |
| All | +26.0% | +33.8% | -7.8% | +22.0% |
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