+30.9%
DOCU vs SWK
+15.2%
+15.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.4% |
| 7D | +6.9% | -0.4% | +7.3% | +7.0% |
| 30D | +19.0% | -5.7% | +24.7% | +21.0% |
| 3M | +34.3% | +24.1% | +10.2% | +25.9% |
| 6M | +48.0% | +24.7% | +23.3% | +37.6% |
| YTD | 0.0% | +33.9% | -33.9% | -9.7% |
| 1Y | -10.3% | +34.7% | -45.0% | -19.5% |
| All | +30.9% | +15.2% | +15.7% | +12.0% |
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