+6.2%
SWKS vs ONTO
+390.5%
-384.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +11.1% | -9.9% | -3.2% |
| 7D | -6.2% | -14.0% | +7.9% | -1.3% |
| 30D | -1.5% | -43.1% | +41.6% | +21.2% |
| 3M | +23.0% | -35.5% | +58.5% | +40.6% |
| 6M | +27.6% | -41.1% | +68.7% | +46.3% |
| YTD | +32.3% | +9.8% | +22.5% | +11.9% |
| 1Y | +20.1% | +31.5% | -11.4% | -7.1% |
| 3Y | +0.6% | +45.2% | -44.5% | -38.4% |
| 5Y | -42.3% | +86.7% | -129.0% | -71.4% |
| All | +6.2% | +390.5% | -384.3% | -73.4% |
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