+341.5%
ONTO vs SWK
-5.3%
+346.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.6% | -13.0% | -14.1% |
| 7D | -29.7% | +11.3% | -41.0% | -34.9% |
| 30D | -50.3% | +28.1% | -78.4% | -58.0% |
| 3M | -43.5% | +12.6% | -56.1% | -48.3% |
| 6M | -48.9% | +51.7% | -100.6% | -60.9% |
| YTD | -1.2% | +60.0% | -61.1% | -27.3% |
| 1Y | +14.9% | +72.7% | -57.8% | -19.4% |
| 3Y | +31.2% | +46.3% | -15.1% | -4.4% |
| 5Y | +68.1% | -24.6% | +92.7% | +77.2% |
| All | +341.5% | -5.3% | +346.8% | +304.5% |
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