-36.5%
SWKS vs ONTO
+124.4%
-160.9%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.9% |
| 7D | +9.4% | +17.5% | -8.1% | +3.0% |
| 30D | +17.0% | -15.7% | +32.6% | +22.1% |
| 3M | +28.9% | -39.7% | +68.7% | +50.1% |
| 6M | +33.1% | -26.5% | +59.6% | +38.8% |
| YTD | +44.8% | +29.0% | +15.8% | +17.5% |
| 1Y | +36.2% | +57.0% | -20.7% | +1.6% |
| 3Y | +11.5% | +50.0% | -38.5% | -29.0% |
| All | -36.5% | +124.4% | -160.9% | -70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling