+16.3%
SWKS vs ONTO
+493.5%
-477.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.5% | +5.2% | +3.7% |
| 7D | +10.9% | +34.4% | -23.6% | -2.2% |
| 30D | +17.6% | -20.4% | +38.0% | +26.0% |
| 3M | +29.2% | -37.8% | +67.1% | +51.0% |
| 6M | +37.0% | -24.6% | +61.5% | +41.5% |
| YTD | +44.9% | +32.8% | +12.1% | +13.1% |
| 1Y | +33.8% | +54.7% | -20.9% | -3.0% |
| 3Y | +10.2% | +54.7% | -44.5% | -33.2% |
| 5Y | -37.0% | +134.0% | -171.0% | -71.7% |
| All | +16.3% | +493.5% | -477.1% | -73.1% |
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