+51.6%
SWK vs FIGR
-32.8%
+84.4%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.6% | -4.3% | -0.9% |
| 7D | -2.3% | +5.1% | -7.4% | -2.5% |
| 30D | +30.4% | -15.0% | +45.4% | +31.0% |
| 3M | +12.1% | -13.1% | +25.3% | +12.4% |
| 6M | +49.1% | -37.9% | +87.0% | +50.4% |
| YTD | +60.4% | -40.8% | +101.2% | +61.3% |
| 1Y | +78.3% | -33.1% | +111.4% | +78.1% |
| All | +51.6% | -32.8% | +84.4% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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