+17.9%
SWKS vs FLNC
+41.0%
-23.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -4.2% | +14.0% | +10.1% |
| 7D | +17.5% | -5.0% | +22.5% | +17.9% |
| 30D | +23.0% | -26.1% | +49.1% | +25.7% |
| 3M | +19.5% | -55.2% | +74.7% | +26.3% |
| 6M | +54.3% | -42.6% | +96.9% | +60.5% |
| YTD | +35.3% | -51.0% | +86.3% | +37.2% |
| 1Y | +17.9% | +43.3% | -25.5% | +1.5% |
| All | +17.9% | +41.0% | -23.2% | +1.5% |
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