+8,981.9%
SWKS vs DOC
+2,934.4%
+6,047.5%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.1% | -6.0% | -4.0% |
| 7D | -4.9% | +8.7% | -13.7% | -7.9% |
| 30D | -1.2% | +7.6% | -8.8% | -4.1% |
| 3M | +24.2% | -5.3% | +29.4% | +26.1% |
| 6M | +21.5% | +27.6% | -6.1% | +8.6% |
| YTD | +33.5% | +32.4% | +1.1% | +17.3% |
| 1Y | +18.9% | +22.9% | -3.9% | +7.4% |
| 3Y | +0.4% | +43.1% | -42.7% | -15.2% |
| 5Y | -44.3% | -21.4% | -22.9% | -41.5% |
| 10Y | +37.1% | +16.8% | +20.3% | +18.3% |
| All | +8,981.9% | +2,934.4% | +6,047.5% | +4,531.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling