+2.5%
SWKS vs OVV
+49.6%
-47.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -2.0% | -0.7% |
| 7D | -3.1% | -7.3% | +4.1% | -0.7% |
| 30D | +8.3% | -3.6% | +11.9% | +9.4% |
| 3M | +20.2% | -2.6% | +22.9% | +20.8% |
| 6M | +24.9% | +7.6% | +17.4% | +19.8% |
| YTD | +33.2% | +59.6% | -26.5% | +7.5% |
| 1Y | +23.6% | +62.2% | -38.6% | -1.3% |
| All | +2.5% | +49.6% | -47.0% | -19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling