-51.2%
SWKS vs OSCR
+95.2%
-146.4%
-70.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OSCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.4% | -0.5% | +1.6% |
| 7D | +11.8% | +10.7% | +1.2% | +10.5% |
| 30D | +6.7% | +18.3% | -11.6% | +4.7% |
| 3M | 0.0% | +20.5% | -20.5% | -2.5% |
| 6M | +38.7% | +138.5% | -99.8% | +23.7% |
| YTD | +21.4% | +129.7% | -108.4% | +8.1% |
| 1Y | +2.9% | +62.8% | -59.9% | -5.3% |
| 3Y | -16.4% | +411.8% | -428.2% | -38.4% |
| 5Y | -51.2% | +99.9% | -151.1% | -65.7% |
| All | -51.2% | +95.2% | -146.4% | -65.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling