+14.1%
SWKS vs DOCN
+56.0%
-41.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -15.9% | +13.8% | -0.5% |
| 7D | -9.2% | -29.3% | +20.1% | -6.2% |
| 30D | -1.9% | -46.0% | +44.1% | +3.6% |
| 3M | +21.2% | -43.2% | +64.4% | +26.5% |
| 6M | +12.9% | -53.7% | +66.6% | +20.1% |
| YTD | +30.7% | +46.9% | -16.2% | +18.6% |
| 1Y | +14.1% | +54.3% | -40.2% | +2.9% |
| All | +14.1% | +56.0% | -41.9% | +2.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling