-25.2%
SWKS vs DOCN
+324.7%
-350.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.7% | +3.0% |
| 7D | +12.5% | +1.1% | +11.4% | +12.2% |
| 30D | +10.5% | -9.6% | +20.1% | +12.0% |
| 3M | -7.4% | -37.7% | +30.3% | 0.0% |
| 6M | +32.7% | +115.2% | -82.5% | +7.9% |
| YTD | +19.2% | +133.7% | -114.6% | -6.1% |
| 1Y | +2.4% | +250.2% | -247.8% | -27.6% |
| All | -25.2% | +324.7% | -350.0% | -52.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling