-46.0%
SWKS vs ONON
+6.0%
-52.1%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -2.7% | +5.7% | -8.4% | -4.1% |
| 30D | +8.5% | +7.0% | +1.5% | +6.4% |
| 3M | +17.3% | -0.1% | +17.3% | +15.7% |
| 6M | +25.1% | +6.5% | +18.6% | +20.7% |
| YTD | +33.3% | -19.3% | +52.6% | +37.1% |
| 1Y | +22.9% | +7.2% | +15.7% | +16.1% |
| 3Y | +5.5% | +39.1% | -33.6% | -11.0% |
| 5Y | -41.9% | -0.8% | -41.1% | -54.2% |
| All | -46.0% | +6.0% | -52.1% | -57.8% |
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