+423.1%
ONTO vs SWK
-2.8%
+425.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +13.1% | -21.8% | -16.2% |
| 7D | -17.4% | +17.9% | -35.3% | -26.3% |
| 30D | -43.2% | +31.9% | -75.2% | -53.0% |
| 3M | -35.7% | +16.6% | -52.3% | -42.6% |
| 6M | -38.3% | +61.1% | -99.4% | -54.5% |
| YTD | +17.1% | +64.2% | -47.1% | -15.4% |
| 1Y | +43.1% | +85.2% | -42.1% | -3.8% |
| 3Y | +55.4% | +50.2% | +5.2% | +11.3% |
| 5Y | +111.2% | -22.8% | +134.0% | +119.1% |
| All | +423.1% | -2.8% | +425.9% | +370.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling