+23.8%
SWKS vs FIGR
-34.3%
+58.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.9% | -7.1% | +0.6% |
| 7D | -2.7% | +12.5% | -15.3% | -3.0% |
| 30D | +8.5% | -14.1% | +22.6% | +8.6% |
| 3M | +17.3% | -14.3% | +31.6% | +16.4% |
| 6M | +25.1% | -34.8% | +60.0% | +24.2% |
| YTD | +33.3% | -40.0% | +73.3% | +29.1% |
| All | +23.8% | -34.3% | +58.1% | +20.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling