+746.8%
SWK vs FLR
+482.5%
+264.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.3% | -3.7% | -1.3% |
| 7D | +11.0% | -0.8% | +11.8% | +11.2% |
| 30D | +30.1% | -9.1% | +39.2% | +33.3% |
| 3M | +14.7% | -4.7% | +19.3% | +14.9% |
| 6M | +44.5% | -14.2% | +58.7% | +47.9% |
| YTD | +59.4% | +17.3% | +42.1% | +48.0% |
| 1Y | +77.5% | +4.3% | +73.3% | +70.5% |
| 3Y | +49.5% | +30.7% | +18.7% | +27.0% |
| 5Y | -24.9% | +101.3% | -126.2% | -46.1% |
| 10Y | +31.8% | +12.4% | +19.4% | -10.9% |
| All | +746.8% | +482.5% | +264.3% | +241.1% |
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