+25.4%
OMC vs SWK
+74.4%
-48.9%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.3% |
| 7D | +1.9% | -1.4% | +3.2% | +2.2% |
| 30D | +12.2% | +25.5% | -13.2% | +7.0% |
| 3M | +0.6% | +11.8% | -11.2% | -2.1% |
| 6M | +21.0% | +48.7% | -27.7% | +11.4% |
| YTD | +12.4% | +57.2% | -44.8% | +3.4% |
| 1Y | +25.4% | +75.3% | -49.9% | +11.3% |
| All | +25.4% | +74.4% | -48.9% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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