-10.5%
OPEN vs SWK
+46.5%
-57.0%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.6% | -7.0% | -7.3% |
| 7D | -5.8% | +11.3% | -17.0% | -13.9% |
| 30D | -21.1% | +28.1% | -49.2% | -36.3% |
| 3M | -52.4% | +12.6% | -65.0% | -56.8% |
| 6M | -65.8% | +51.7% | -117.5% | -76.4% |
| YTD | -69.3% | +60.0% | -129.3% | -80.2% |
| 1Y | -75.2% | +72.7% | -147.9% | -85.2% |
| All | -10.5% | +46.5% | -57.0% | -39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling