+50.8%
SWKS vs OVV
+58.9%
-8.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.3% |
| 7D | +9.4% | +8.0% | +1.4% | +7.8% |
| 30D | +17.0% | -2.0% | +19.0% | +17.4% |
| 3M | +28.9% | +5.4% | +23.5% | +27.4% |
| 6M | +33.1% | +14.3% | +18.9% | +28.7% |
| YTD | +44.8% | +69.4% | -24.6% | +29.0% |
| 1Y | +36.2% | +72.4% | -36.2% | +20.9% |
| 3Y | +11.5% | +58.4% | -46.9% | -0.7% |
| 5Y | -37.1% | +106.1% | -143.2% | -47.9% |
| All | +50.8% | +58.9% | -8.0% | +2.4% |
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