-36.5%
SWKS vs ONON
-10.9%
-25.6%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.5% |
| 7D | +9.4% | -10.0% | +19.4% | +12.2% |
| 30D | +17.0% | -5.3% | +22.2% | +18.0% |
| 3M | +28.9% | +6.5% | +22.5% | +25.6% |
| 6M | +33.1% | -5.0% | +38.1% | +31.8% |
| YTD | +44.8% | -27.6% | +72.4% | +52.9% |
| 1Y | +36.2% | -20.7% | +56.9% | +39.9% |
| 3Y | +11.5% | +26.6% | -15.1% | -5.0% |
| All | -36.5% | -10.9% | -25.6% | -49.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling