-43.3%
ONDS vs SWK
-25.5%
-17.8%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | -0.4% | +18.4% | +18.3% |
| 7D | -15.6% | +11.0% | -26.6% | -22.2% |
| 30D | -25.8% | +30.1% | -55.9% | -38.5% |
| 3M | -39.0% | +14.7% | -53.6% | -44.9% |
| 6M | -42.9% | +44.5% | -87.4% | -55.9% |
| YTD | -45.3% | +59.4% | -104.7% | -61.4% |
| 1Y | +1.6% | +77.5% | -75.9% | -33.7% |
| 3Y | +834.3% | +49.5% | +784.9% | +553.0% |
| All | -43.3% | -25.5% | -17.8% | -39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling