+3.6%
SWKS vs DOCU
+80.0%
-76.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.7% | -0.2% | +2.6% |
| 7D | +12.5% | +6.9% | +5.6% | +10.6% |
| 30D | +10.5% | +19.0% | -8.5% | +5.4% |
| 3M | -7.4% | +34.3% | -41.7% | -14.9% |
| 6M | +32.7% | +48.0% | -15.3% | +17.7% |
| YTD | +19.2% | 0.0% | +19.1% | +16.3% |
| 1Y | +2.4% | -10.3% | +12.7% | +2.3% |
| 3Y | -25.6% | +32.4% | -58.0% | -35.5% |
| 5Y | -53.4% | -77.9% | +24.5% | -44.0% |
| All | +3.6% | +80.0% | -76.4% | -26.5% |
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