+17.9%
SWKS vs OSCR
+58.2%
-40.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +2.6% | +7.2% | +9.7% |
| 7D | +17.5% | +1.1% | +16.5% | +17.5% |
| 30D | +23.0% | +16.5% | +6.5% | +22.2% |
| 3M | +19.5% | +17.0% | +2.6% | +18.7% |
| 6M | +54.3% | +145.0% | -90.7% | +45.8% |
| YTD | +35.3% | +126.7% | -91.4% | +28.0% |
| 1Y | +17.9% | +67.2% | -49.4% | +17.1% |
| All | +17.9% | +58.2% | -40.3% | +17.1% |
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