-92.0%
OPEN vs SWK
-25.4%
-66.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -2.6% | -7.0% | -7.1% |
| 7D | -5.8% | +11.3% | -17.0% | -14.9% |
| 30D | -21.1% | +28.1% | -49.2% | -37.9% |
| 3M | -52.4% | +12.6% | -65.0% | -57.3% |
| 6M | -65.8% | +51.7% | -117.5% | -77.6% |
| YTD | -69.3% | +60.0% | -129.3% | -81.3% |
| 1Y | -75.2% | +72.7% | -147.9% | -86.1% |
| 3Y | -14.4% | +46.3% | -60.7% | -43.4% |
| 5Y | -92.0% | -24.6% | -67.4% | -91.6% |
| All | -92.0% | -25.4% | -66.5% | -91.6% |
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