+250.2%
DOCN vs SW
+1.0%
+249.1%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.5% | +2.6% |
| 7D | +1.1% | -5.1% | +6.2% | +2.0% |
| 30D | -9.6% | -4.6% | -5.0% | -9.1% |
| 3M | -37.7% | +9.4% | -47.1% | -39.6% |
| 6M | +115.2% | +3.5% | +111.7% | +106.0% |
| YTD | +133.7% | +22.0% | +111.7% | +118.8% |
| 1Y | +250.2% | +2.2% | +247.9% | +243.5% |
| All | +250.2% | +1.0% | +249.1% | +243.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 1y: compounded portfolio wealth divided by compounded SW 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…
1y analysis · Full analysis span regression · 6 months rolling