+47.6%
ON vs SWKS
+14.2%
+33.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.0% | -0.2% |
| 7D | -5.8% | -4.9% | -0.9% | -3.1% |
| 30D | -17.1% | -1.2% | -15.9% | -16.6% |
| 3M | -11.8% | +24.2% | -36.0% | -23.9% |
| 6M | -30.2% | +21.5% | -51.7% | -37.7% |
| YTD | +31.6% | +33.5% | -1.9% | +7.4% |
| 1Y | +47.6% | +18.9% | +28.6% | +34.8% |
| All | +47.6% | +14.2% | +33.4% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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