-25.1%
SWKS vs OPEN
-87.8%
+62.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -7.1% | +6.9% | +0.6% |
| 7D | -3.1% | -24.7% | +21.6% | -0.8% |
| 30D | +8.3% | -41.0% | +49.3% | +13.7% |
| 3M | +20.2% | -62.4% | +82.6% | +31.9% |
| 6M | +24.9% | -73.9% | +98.8% | +41.8% |
| YTD | +33.2% | -77.5% | +110.7% | +52.1% |
| 1Y | +23.6% | -83.6% | +107.1% | +45.2% |
| 3Y | +1.3% | -37.0% | +38.3% | -17.2% |
| 5Y | -40.6% | -93.3% | +52.7% | -42.3% |
| All | -25.1% | -87.8% | +62.8% | -31.7% |
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