+51.0%
SWKS vs O
+82.2%
-31.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.5% | +3.2% | +3.0% |
| 7D | +10.9% | -0.4% | +11.3% | +11.0% |
| 30D | +17.6% | +8.3% | +9.3% | +13.3% |
| 3M | +29.2% | -4.0% | +33.2% | +31.3% |
| 6M | +37.0% | -2.6% | +39.6% | +37.5% |
| YTD | +44.9% | +9.9% | +35.1% | +37.1% |
| 1Y | +33.8% | +9.8% | +24.0% | +26.6% |
| 3Y | +10.2% | +39.7% | -29.5% | -7.9% |
| 5Y | -37.0% | +9.2% | -46.2% | -41.1% |
| All | +51.0% | +82.2% | -31.2% | +18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling