+25.9%
SWKS vs OVV
+63.7%
-37.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.7% | +5.3% | +3.9% |
| 7D | +12.5% | +0.3% | +12.2% | +12.4% |
| 30D | +10.5% | +11.7% | -1.2% | +8.0% |
| 3M | -7.4% | +9.8% | -17.2% | -9.5% |
| 6M | +32.7% | +26.6% | +6.1% | +25.8% |
| YTD | +19.2% | +67.0% | -47.9% | +6.8% |
| 1Y | +2.4% | +55.9% | -53.5% | -7.3% |
| 3Y | -25.6% | +45.5% | -71.1% | -32.7% |
| 5Y | -53.4% | +157.3% | -210.8% | -62.8% |
| All | +25.9% | +63.7% | -37.8% | -16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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