+17.5%
SWK vs VRSN
+44.8%
-27.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -5.7% | -0.2% | -5.6% | -5.7% |
| 3M | +24.1% | -0.3% | +24.4% | +23.8% |
| 6M | +24.7% | +23.0% | +1.7% | +15.8% |
| YTD | +33.9% | +21.3% | +12.6% | +24.3% |
| 1Y | +34.7% | +6.7% | +28.0% | +31.6% |
| All | +17.5% | +44.8% | -27.3% | -2.7% |
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