+32.1%
SWKS vs OVV
+50.1%
-18.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.3% |
| 7D | -6.2% | -16.7% | +10.5% | -2.8% |
| 30D | -1.5% | -1.5% | 0.0% | -1.3% |
| 3M | +23.0% | +1.6% | +21.4% | +22.2% |
| 6M | +27.6% | +2.0% | +25.6% | +26.1% |
| YTD | +32.3% | +56.8% | -24.5% | +19.7% |
| 1Y | +20.1% | +64.8% | -44.7% | +7.4% |
| 3Y | +0.6% | +38.3% | -37.6% | -8.1% |
| 5Y | -42.3% | +84.9% | -127.2% | -51.3% |
| All | +32.1% | +50.1% | -18.0% | -9.6% |
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