+7,917.6%
FLEX vs SWKS
+7,727.6%
+190.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.5% | -2.0% | +0.3% |
| 7D | -0.9% | +12.5% | -13.4% | -5.0% |
| 30D | -10.1% | +10.5% | -20.6% | -13.4% |
| 3M | -31.3% | -7.4% | -24.0% | -29.6% |
| 6M | +71.3% | +32.7% | +38.6% | +52.2% |
| YTD | +81.2% | +19.2% | +62.1% | +65.7% |
| 1Y | +98.5% | +2.4% | +96.1% | +90.9% |
| 3Y | +428.2% | -25.6% | +453.9% | +448.8% |
| 5Y | +657.3% | -53.4% | +710.7% | +809.4% |
| 10Y | +995.9% | +23.2% | +972.8% | +846.0% |
| All | +7,917.6% | +7,727.6% | +190.0% | +1,897.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling