+14.1%
SWKS vs DOC
+21.7%
-7.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.8% | -2.1% |
| 7D | -9.2% | +6.2% | -15.4% | -8.6% |
| 30D | -1.9% | +6.5% | -8.4% | -1.2% |
| 3M | +21.2% | -6.2% | +27.5% | +20.7% |
| 6M | +12.9% | +25.6% | -12.7% | +18.9% |
| YTD | +30.7% | +32.1% | -1.3% | +36.3% |
| 1Y | +14.1% | +20.3% | -6.2% | +21.8% |
| All | +14.1% | +21.7% | -7.6% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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