+16.0%
SWKS vs DOCU
+111.8%
-95.8%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | -4.9% | -3.7% | -1.2% | -4.1% |
| 30D | -1.2% | +15.0% | -16.1% | -4.8% |
| 3M | +24.2% | +39.9% | -15.8% | +13.1% |
| 6M | +21.5% | +66.2% | -44.7% | +4.8% |
| YTD | +33.5% | +17.7% | +15.8% | +24.4% |
| 1Y | +18.9% | +13.7% | +5.2% | +11.6% |
| 3Y | +0.4% | +95.9% | -95.5% | -21.8% |
| 5Y | -44.3% | -71.7% | +27.4% | -37.4% |
| All | +16.0% | +111.8% | -95.8% | -21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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