+43.7%
ON vs SWKS
+22.9%
+20.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.9% | +0.8% |
| 7D | -4.1% | -3.1% | -1.0% | -2.2% |
| 30D | -10.2% | +8.3% | -18.5% | -14.0% |
| 3M | -12.7% | +20.2% | -33.0% | -22.9% |
| 6M | -32.5% | +24.9% | -57.5% | -39.6% |
| YTD | +28.6% | +33.2% | -4.6% | +5.3% |
| All | +43.7% | +22.9% | +20.8% | +26.1% |
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