+99.2%
DOCU vs SWK
+50.4%
+48.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +13.1% | -12.9% | -3.3% |
| 7D | -3.7% | +17.9% | -21.6% | -8.1% |
| 30D | +15.0% | +31.9% | -17.0% | +6.4% |
| 3M | +39.9% | +16.6% | +23.3% | +33.8% |
| 6M | +66.2% | +61.1% | +5.0% | +44.4% |
| YTD | +17.7% | +64.2% | -46.5% | +0.6% |
| 1Y | +13.7% | +85.2% | -71.5% | -7.1% |
| All | +99.2% | +50.4% | +48.8% | +52.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling