-71.4%
OPEN vs SWK
+87.6%
-159.0%
-81.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +13.1% | +0.7% | +3.9% |
| 7D | +3.7% | +17.9% | -14.2% | -8.2% |
| 30D | -14.3% | +31.9% | -46.2% | -29.9% |
| 3M | -51.9% | +16.6% | -68.5% | -57.2% |
| 6M | -61.4% | +61.1% | -122.5% | -72.3% |
| YTD | -66.0% | +64.2% | -130.2% | -76.5% |
| 1Y | -71.4% | +85.2% | -156.6% | -83.0% |
| All | -71.4% | +87.6% | -159.0% | -83.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling