+4,183.0%
SWKS vs O
+5,387.7%
-1,204.7%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.9% |
| 7D | +12.5% | -0.7% | +13.3% | +12.9% |
| 30D | +10.5% | -1.9% | +12.4% | +11.5% |
| 3M | -7.4% | +3.8% | -11.2% | -9.5% |
| 6M | +32.7% | -4.7% | +37.4% | +34.7% |
| YTD | +19.2% | +12.5% | +6.7% | +12.0% |
| 1Y | +2.4% | +10.8% | -8.5% | -3.2% |
| 3Y | -25.6% | +28.8% | -54.4% | -35.0% |
| 5Y | -53.4% | +13.2% | -66.6% | -56.9% |
| 10Y | +23.2% | +53.5% | -30.3% | -7.1% |
| All | +4,183.0% | +5,387.7% | -1,204.7% | +635.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling