-18.4%
SWKS vs OPEN
-88.5%
+70.1%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -9.5% | +12.3% | +3.7% |
| 7D | +10.9% | -31.0% | +41.9% | +14.8% |
| 30D | +17.6% | -41.5% | +59.1% | +23.4% |
| 3M | +29.2% | -64.6% | +93.8% | +42.6% |
| 6M | +37.0% | -73.8% | +110.7% | +55.2% |
| YTD | +44.9% | -78.8% | +123.8% | +66.4% |
| 1Y | +33.8% | -86.8% | +120.6% | +61.1% |
| 3Y | +10.2% | -40.6% | +50.8% | -9.3% |
| 5Y | -37.0% | -94.7% | +57.7% | -37.2% |
| All | -18.4% | -88.5% | +70.1% | -25.3% |
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