+21.5%
SWKS vs DOCN
-20.0%
+41.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -7.2% | +4.3% | -2.2% |
| 7D | -4.9% | -20.0% | +15.1% | -2.8% |
| 30D | -1.2% | -38.8% | +37.6% | +3.6% |
| 3M | +24.2% | -34.8% | +59.0% | +28.4% |
| 6M | +21.5% | -22.8% | +44.3% | +23.8% |
| All | +21.5% | -20.0% | +41.5% | +23.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling