-24.6%
SWK vs VRSN
+37.2%
-61.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.7% | -1.8% |
| 7D | +11.3% | +2.0% | +9.3% | +10.4% |
| 30D | +28.1% | +6.5% | +21.6% | +24.8% |
| 3M | +12.6% | +6.7% | +5.9% | +9.3% |
| 6M | +51.7% | +13.8% | +37.9% | +41.6% |
| YTD | +60.0% | +29.6% | +30.3% | +37.8% |
| 1Y | +72.7% | +29.5% | +43.2% | +48.8% |
| 3Y | +46.3% | +56.9% | -10.6% | +10.0% |
| 5Y | -24.6% | +36.6% | -61.2% | -43.2% |
| All | -24.6% | +37.2% | -61.9% | -43.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling