+81.3%
SWK vs VRSN
+27.4%
+53.8%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +2.8% |
| 7D | +10.7% | -0.8% | +11.5% | +10.7% |
| 30D | +33.3% | +0.7% | +32.6% | +33.5% |
| 3M | +14.7% | +4.1% | +10.5% | +15.0% |
| 6M | +48.5% | +6.7% | +41.8% | +48.2% |
| YTD | +63.9% | +27.1% | +36.8% | +60.2% |
| All | +81.3% | +27.4% | +53.8% | +79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 1y: compounded portfolio wealth divided by compounded VRSN 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…
1y analysis · Full analysis span regression · 6 months rolling