+16.2%
SWKS vs ONTO
+476.3%
-460.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +1.1% |
| 7D | +9.4% | +17.5% | -8.1% | +2.1% |
| 30D | +17.0% | -15.7% | +32.6% | +22.6% |
| 3M | +28.9% | -39.7% | +68.7% | +52.6% |
| 6M | +33.1% | -26.5% | +59.6% | +39.0% |
| YTD | +44.8% | +29.0% | +15.8% | +14.3% |
| 1Y | +36.2% | +57.0% | -20.7% | -2.0% |
| 3Y | +11.5% | +50.0% | -38.5% | -31.6% |
| 5Y | -37.1% | +127.3% | -164.3% | -71.4% |
| All | +16.2% | +476.3% | -460.1% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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