+2.4%
SWKS vs OSCR
+75.7%
-73.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | +12.5% | +5.8% | +6.7% | +12.2% |
| 30D | +10.5% | +7.1% | +3.4% | +10.0% |
| 3M | -7.4% | +36.7% | -44.0% | -8.5% |
| 6M | +32.7% | +114.3% | -81.6% | +26.1% |
| YTD | +19.2% | +124.4% | -105.3% | +12.5% |
| 1Y | +2.4% | +75.5% | -73.1% | +0.3% |
| All | +2.4% | +75.7% | -73.4% | +0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OSCR.
Daily Out/Under-Performance
Portfolio return minus OSCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OSCR 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 1y: compounded portfolio wealth divided by compounded OSCR 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…
1y analysis · Full analysis span regression · 6 months rolling