+30.5%
SWKS vs OVV
+51.1%
-20.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -1.5% |
| 7D | -9.2% | -14.9% | +5.7% | -6.3% |
| 30D | -1.9% | -0.9% | -1.0% | -1.9% |
| 3M | +21.2% | +5.6% | +15.7% | +19.5% |
| 6M | +12.9% | -2.5% | +15.4% | +12.7% |
| YTD | +30.7% | +57.8% | -27.1% | +18.1% |
| 1Y | +14.1% | +70.1% | -55.9% | +1.4% |
| 3Y | -1.7% | +35.1% | -36.8% | -9.8% |
| 5Y | -43.0% | +86.1% | -129.1% | -52.0% |
| All | +30.5% | +51.1% | -20.5% | -10.8% |
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