-85.4%
FLNC vs SWK
-25.5%
-59.9%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.7% |
| 7D | -7.9% | +11.0% | -18.9% | -14.3% |
| 30D | -31.3% | +30.1% | -61.3% | -42.9% |
| 3M | -60.1% | +14.7% | -74.8% | -63.8% |
| 6M | -61.1% | +44.5% | -105.6% | -70.0% |
| YTD | -73.4% | +59.4% | -132.7% | -81.3% |
| 1Y | -73.4% | +77.5% | -150.9% | -82.8% |
| 3Y | -71.9% | +49.5% | -121.4% | -79.8% |
| All | -85.4% | -25.5% | -59.9% | -84.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling