+6.9%
SWKS vs ONTO
+459.0%
-452.2%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.9% |
| 7D | -3.1% | -2.4% | -0.7% | -3.4% |
| 30D | +8.3% | -32.9% | +41.3% | +24.4% |
| 3M | +20.2% | -32.2% | +52.4% | +35.0% |
| 6M | +24.9% | -30.6% | +55.5% | +33.8% |
| YTD | +33.2% | +25.1% | +8.0% | +6.4% |
| 1Y | +23.6% | +40.0% | -16.4% | -6.6% |
| 3Y | +1.3% | +45.7% | -44.5% | -37.1% |
| 5Y | -40.6% | +128.8% | -169.4% | -73.2% |
| All | +6.9% | +459.0% | -452.2% | -74.7% |
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