+13.7%
SWKS vs DOCU
+107.7%
-94.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.0% | -0.1% | -1.6% |
| 7D | -9.2% | -3.2% | -6.0% | -8.4% |
| 30D | -1.9% | +15.7% | -17.6% | -5.7% |
| 3M | +21.2% | +37.3% | -16.0% | +11.0% |
| 6M | +12.9% | +63.1% | -50.2% | -2.2% |
| YTD | +30.7% | +15.4% | +15.4% | +22.4% |
| 1Y | +14.1% | +11.3% | +2.8% | +7.7% |
| 3Y | -1.7% | +92.1% | -93.8% | -23.0% |
| 5Y | -43.0% | -70.5% | +27.5% | -36.6% |
| All | +13.7% | +107.7% | -94.0% | -22.6% |
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