+18.9%
SWKS vs FLNC
-69.0%
+87.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +10.2% | -13.1% | -3.6% |
| 7D | -4.9% | -2.1% | -2.8% | -4.9% |
| 30D | -1.2% | -20.8% | +19.6% | +0.2% |
| 3M | +24.2% | -61.3% | +85.5% | +32.3% |
| 6M | +21.5% | -50.9% | +72.3% | +31.0% |
| YTD | +33.5% | -69.4% | +102.9% | +37.4% |
| 1Y | +18.9% | -68.4% | +87.3% | +20.5% |
| All | +18.9% | -69.0% | +87.9% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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