+238.0%
ONTO vs SWK
-38.7%
+276.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.9% | +5.3% | +5.6% |
| 7D | -1.0% | -0.4% | -0.6% | -0.7% |
| 30D | -2.9% | -5.7% | +2.8% | +0.7% |
| 3M | -2.5% | +24.1% | -26.5% | -13.2% |
| 6M | +28.2% | +24.7% | +3.5% | +13.3% |
| YTD | +69.8% | +33.9% | +35.8% | +43.5% |
| 1Y | +162.9% | +34.7% | +128.2% | +120.9% |
| 3Y | +95.9% | +15.3% | +80.7% | +68.1% |
| All | +238.0% | -38.7% | +276.7% | +259.7% |
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