+749.9%
SWK vs FLR
+463.7%
+286.2%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -5.5% | +2.9% | -1.0% |
| 7D | +11.3% | -5.4% | +16.7% | +13.0% |
| 30D | +28.1% | -13.5% | +41.6% | +33.3% |
| 3M | +12.6% | -10.8% | +23.4% | +15.1% |
| 6M | +51.7% | -15.1% | +66.8% | +55.8% |
| YTD | +60.0% | +13.5% | +46.5% | +50.1% |
| 1Y | +72.7% | -5.1% | +77.8% | +70.6% |
| 3Y | +46.3% | +22.7% | +23.6% | +26.7% |
| 5Y | -24.6% | +94.8% | -119.4% | -45.4% |
| 10Y | +32.2% | +8.7% | +23.5% | -9.6% |
| All | +749.9% | +463.7% | +286.2% | +245.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling