-20.6%
SWKS vs OPEN
-87.3%
+66.7%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +4.2% | +1.8% | +5.5% |
| 7D | +5.7% | -31.1% | +36.8% | +9.5% |
| 30D | +17.3% | -34.7% | +52.0% | +21.8% |
| 3M | +28.3% | -61.9% | +90.1% | +40.6% |
| 6M | +26.1% | -71.9% | +97.9% | +42.0% |
| YTD | +41.1% | -76.6% | +117.7% | +60.5% |
| 1Y | +31.4% | -83.9% | +115.3% | +54.9% |
| 3Y | +7.3% | -34.4% | +41.7% | -12.6% |
| 5Y | -37.7% | -93.9% | +56.2% | -38.7% |
| All | -20.6% | -87.3% | +66.7% | -27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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