+0.6%
SWKS vs O
+37.3%
-36.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.4% |
| 7D | -6.2% | +3.7% | -9.9% | -7.3% |
| 30D | -1.5% | +11.2% | -12.7% | -4.9% |
| 3M | +23.0% | -4.0% | +26.9% | +24.5% |
| 6M | +27.6% | -5.2% | +32.8% | +29.6% |
| YTD | +32.3% | +9.5% | +22.8% | +25.3% |
| 1Y | +20.1% | +10.6% | +9.5% | +13.1% |
| 3Y | +0.6% | +38.1% | -37.5% | -17.1% |
| All | +0.6% | +37.3% | -36.6% | -17.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling