-68.4%
FLNC vs SWK
+87.6%
-156.0%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.2% | +13.1% | -2.9% | +3.3% |
| 7D | -2.1% | +17.9% | -20.0% | -10.5% |
| 30D | -20.8% | +31.9% | -52.7% | -32.0% |
| 3M | -61.3% | +16.6% | -77.9% | -64.5% |
| 6M | -50.9% | +61.1% | -112.0% | -61.0% |
| YTD | -69.4% | +64.2% | -133.6% | -76.9% |
| 1Y | -68.4% | +85.2% | -153.6% | -78.2% |
| All | -68.4% | +87.6% | -156.0% | -78.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling