-53.0%
SWKS vs OPEN
-83.7%
+30.7%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.9% | +3.5% |
| 7D | +12.5% | -4.3% | +16.8% | +13.0% |
| 30D | +10.5% | -16.2% | +26.7% | +12.4% |
| 3M | -7.4% | -36.4% | +29.0% | -3.3% |
| 6M | +32.7% | -35.5% | +68.1% | +37.4% |
| YTD | +19.2% | -46.0% | +65.1% | +25.2% |
| 1Y | +2.4% | -47.1% | +49.5% | +2.3% |
| 3Y | -25.6% | -19.0% | -6.6% | -39.2% |
| All | -53.0% | -83.7% | +30.7% | -57.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling