+50.6%
SWK vs FIGR
-36.9%
+87.5%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.7% | -9.1% | -0.7% |
| 7D | +11.0% | +5.3% | +5.7% | +10.8% |
| 30D | +30.1% | -17.9% | +48.0% | +30.9% |
| 3M | +14.7% | -20.5% | +35.2% | +15.4% |
| 6M | +44.5% | -40.2% | +84.7% | +46.1% |
| YTD | +59.4% | -44.4% | +103.7% | +60.7% |
| 1Y | +77.5% | -36.3% | +113.9% | +77.6% |
| All | +50.6% | -36.9% | +87.5% | +52.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling