+85.2%
SWK vs FLR
+2.5%
+82.7%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | -0.8% | +13.9% | +13.3% |
| 7D | +17.9% | +1.4% | +16.5% | +17.4% |
| 30D | +31.9% | -5.9% | +37.9% | +33.9% |
| 3M | +16.6% | -7.6% | +24.2% | +18.0% |
| 6M | +61.1% | -9.3% | +70.4% | +62.3% |
| YTD | +64.2% | +20.1% | +44.1% | +47.4% |
| 1Y | +85.2% | +3.0% | +82.2% | +77.6% |
| All | +85.2% | +2.5% | +82.7% | +77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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