-43.9%
SWKS vs DOCN
+102.5%
-146.3%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.2% | +4.3% | -1.5% |
| 7D | -4.9% | -20.0% | +15.1% | -0.8% |
| 30D | -1.2% | -38.8% | +37.6% | +7.9% |
| 3M | +24.2% | -34.8% | +59.0% | +32.3% |
| 6M | +21.5% | -22.8% | +44.3% | +21.4% |
| YTD | +33.5% | +74.6% | -41.1% | +8.2% |
| 1Y | +18.9% | +116.4% | -97.5% | -8.9% |
| 3Y | +0.4% | +239.3% | -239.0% | -34.8% |
| 5Y | -44.3% | -20.2% | -24.1% | -57.6% |
| All | -43.9% | +102.5% | -146.3% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 10y: compounded portfolio wealth divided by compounded DOCN 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…
10y analysis · Full analysis span regression · 6 months rolling