+53.1%
FLNC vs SWK
+24.6%
+28.5%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -2.8% | +9.5% | +8.0% |
| 7D | +6.0% | +0.1% | +5.8% | +5.7% |
| 30D | -16.3% | -8.9% | -7.4% | -12.6% |
| 3M | -54.1% | +20.5% | -74.6% | -57.1% |
| 6M | -25.3% | +27.1% | -52.4% | -31.4% |
| YTD | -44.2% | +30.2% | -74.4% | -49.7% |
| 1Y | +53.1% | +24.8% | +28.4% | +16.2% |
| All | +53.1% | +24.6% | +28.5% | +16.2% |
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