-2.9%
ONDS vs SWK
-20.4%
+17.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.8% | +9.1% | +10.2% |
| 7D | +3.8% | +10.7% | -6.8% | -3.3% |
| 30D | -11.3% | +33.3% | -44.6% | -26.6% |
| 3M | -34.5% | +14.7% | -49.1% | -40.4% |
| 6M | -34.1% | +48.5% | -82.6% | -49.1% |
| YTD | -38.8% | +63.9% | -102.7% | -56.4% |
| 1Y | +2.8% | +80.4% | -77.7% | -31.7% |
| 3Y | +1,111.0% | +58.1% | +1,052.8% | +742.7% |
| 5Y | -33.7% | -24.5% | -9.2% | -40.2% |
| All | -2.9% | -20.4% | +17.5% | -8.2% |
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