+13.6%
SWKS vs FIGR
-36.9%
+50.5%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +8.7% | -7.5% | +0.8% |
| 7D | -6.2% | +5.3% | -11.5% | -6.4% |
| 30D | -1.5% | -17.9% | +16.4% | -0.8% |
| 3M | +23.0% | -20.5% | +43.5% | +22.7% |
| 6M | +27.6% | -40.2% | +67.8% | +28.6% |
| YTD | +32.3% | -44.4% | +76.7% | +29.0% |
| 1Y | +20.1% | -36.3% | +56.4% | +14.2% |
| All | +13.6% | -36.9% | +50.5% | +8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling