-6.8%
ONDS vs SWK
-22.1%
+15.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.6% | +3.3% |
| 7D | +8.7% | -2.3% | +11.0% | +10.6% |
| 30D | -14.1% | +30.4% | -44.5% | -27.9% |
| 3M | -41.2% | +12.1% | -53.3% | -45.8% |
| 6M | -39.2% | +49.1% | -88.2% | -53.1% |
| YTD | -41.3% | +60.4% | -101.7% | -57.7% |
| 1Y | -1.2% | +78.3% | -79.5% | -33.9% |
| 3Y | +847.1% | +53.3% | +793.8% | +570.8% |
| 5Y | -44.8% | -27.0% | -17.8% | -49.5% |
| All | -6.8% | -22.1% | +15.3% | -10.8% |
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