+2.4%
SWKS vs FLNC
+53.3%
-50.9%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.5% | +2.1% | +3.4% |
| 7D | +12.5% | -4.9% | +17.4% | +12.9% |
| 30D | +10.5% | -27.3% | +37.8% | +13.2% |
| 3M | -7.4% | -61.9% | +54.5% | -1.4% |
| 6M | +32.7% | -34.5% | +67.2% | +36.9% |
| YTD | +19.2% | -47.7% | +66.8% | +20.4% |
| 1Y | +2.4% | +53.3% | -50.9% | -9.8% |
| All | +2.4% | +53.3% | -50.9% | -9.8% |
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