+51.9%
SWK vs VRSN
+53.7%
-1.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | -1.4% | +1.4% | -2.8% | -1.7% |
| 30D | +25.5% | +3.9% | +21.6% | +24.4% |
| 3M | +11.8% | +9.3% | +2.5% | +9.4% |
| 6M | +48.7% | +6.7% | +42.0% | +45.8% |
| YTD | +57.2% | +30.0% | +27.1% | +42.9% |
| 1Y | +75.3% | +26.0% | +49.3% | +61.6% |
| 3Y | +51.9% | +53.1% | -1.2% | +18.6% |
| All | +51.9% | +53.7% | -1.7% | +18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling