+2.9%
SWKS vs FLR
+36.1%
-33.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.6% |
| 7D | +11.8% | +0.7% | +11.2% | +11.6% |
| 30D | +6.7% | -0.7% | +7.4% | +6.8% |
| 3M | 0.0% | +14.3% | -14.3% | -4.3% |
| 6M | +38.7% | +25.6% | +13.1% | +27.4% |
| YTD | +21.4% | +42.9% | -21.5% | +3.8% |
| 1Y | +2.9% | +38.7% | -35.8% | -11.5% |
| All | +2.9% | +36.1% | -33.2% | -11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FLR.
Daily Out/Under-Performance
Portfolio return minus FLR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLR 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 FLR 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