+50.0%
SWK vs VRSN
+57.0%
-7.0%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.7% | -2.2% |
| 7D | +11.3% | +2.0% | +9.3% | +10.8% |
| 30D | +28.1% | +6.5% | +21.6% | +26.3% |
| 3M | +12.6% | +6.7% | +5.9% | +10.8% |
| 6M | +51.7% | +13.8% | +37.9% | +45.9% |
| YTD | +60.0% | +29.6% | +30.3% | +45.5% |
| 1Y | +72.7% | +29.5% | +43.2% | +57.2% |
| All | +50.0% | +57.0% | -7.0% | +15.2% |
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