+535.7%
ON vs SWK
+26.9%
+508.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.4% | +2.1% | +1.7% |
| 7D | -4.1% | +11.3% | -15.4% | -12.1% |
| 30D | -10.2% | +31.5% | -41.7% | -27.6% |
| 3M | -12.7% | +14.4% | -27.2% | -22.2% |
| 6M | -32.5% | +46.4% | -79.0% | -50.2% |
| YTD | +28.6% | +61.6% | -33.0% | -13.1% |
| 1Y | +43.4% | +78.7% | -35.3% | -10.3% |
| 3Y | +3.3% | +54.4% | -51.1% | -31.5% |
| 5Y | +22.5% | -25.3% | +47.8% | +36.8% |
| 10Y | +535.7% | +22.4% | +513.3% | +374.4% |
| All | +535.7% | +26.9% | +508.8% | +374.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling