+24.5%
SWKS vs FIGR
-28.7%
+53.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +6.1% | -3.4% | +2.4% |
| 7D | +10.9% | +22.8% | -12.0% | +9.8% |
| 30D | +17.6% | -5.8% | +23.4% | +17.7% |
| 3M | +29.2% | -16.3% | +45.5% | +28.9% |
| 6M | +37.0% | -35.0% | +72.0% | +37.5% |
| YTD | +44.9% | -37.1% | +82.1% | +40.5% |
| 1Y | +33.8% | -31.2% | +65.0% | +27.6% |
| All | +24.5% | -28.7% | +53.2% | +17.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling