-22.8%
DOCN vs SWK
+55.1%
-77.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +13.1% | -20.3% | -7.8% |
| 7D | -20.0% | +17.9% | -37.9% | -21.3% |
| 30D | -38.8% | +31.9% | -70.7% | -41.8% |
| 3M | -34.8% | +16.6% | -51.4% | -35.1% |
| 6M | -22.8% | +61.1% | -83.9% | -43.3% |
| All | -22.8% | +55.1% | -77.8% | -43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 6mo: compounded portfolio wealth divided by compounded SWK 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…
6mo analysis · Full analysis span regression · 6 months rolling