-83.6%
OPEN vs SWK
+77.0%
-160.6%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.4% | -5.7% | -6.0% |
| 7D | -24.7% | +11.3% | -36.0% | -30.2% |
| 30D | -41.0% | +31.5% | -72.5% | -51.3% |
| 3M | -62.4% | +14.4% | -76.8% | -65.9% |
| 6M | -73.9% | +46.4% | -120.3% | -79.7% |
| YTD | -77.5% | +61.6% | -139.1% | -84.1% |
| 1Y | -83.6% | +78.7% | -162.3% | -89.8% |
| All | -83.6% | +77.0% | -160.6% | -89.8% |
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 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