-50.9%
SWKS vs ONON
-23.0%
-27.9%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.6% | +4.4% | +2.5% |
| 7D | +11.8% | -1.7% | +13.5% | +12.3% |
| 30D | +6.7% | -27.4% | +34.1% | +14.8% |
| 3M | 0.0% | -26.5% | +26.5% | +6.8% |
| 6M | +38.7% | -34.2% | +73.0% | +51.1% |
| YTD | +21.4% | -41.3% | +62.7% | +36.0% |
| 1Y | +2.9% | -39.7% | +42.6% | +13.8% |
| 3Y | -16.4% | -7.8% | -8.6% | -21.4% |
| All | -50.9% | -23.0% | -27.9% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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