+33.8%
SWKS vs FLNC
-77.2%
+111.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -6.8% | +9.5% | +3.2% |
| 7D | +10.9% | -7.1% | +17.9% | +11.4% |
| 30D | +17.6% | -30.2% | +47.8% | +20.2% |
| 3M | +29.2% | -64.1% | +93.3% | +38.2% |
| 6M | +37.0% | -77.7% | +114.7% | +51.0% |
| YTD | +44.9% | -76.1% | +121.0% | +51.3% |
| 1Y | +33.8% | -75.4% | +109.2% | +38.8% |
| All | +33.8% | -77.2% | +111.1% | +38.8% |
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