-24.5%
SWK vs VRSN
+34.1%
-58.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +3.2% |
| 7D | +10.7% | -0.8% | +11.5% | +11.1% |
| 30D | +33.3% | +0.7% | +32.6% | +32.9% |
| 3M | +14.7% | +4.1% | +10.5% | +12.4% |
| 6M | +48.5% | +6.7% | +41.8% | +42.7% |
| YTD | +63.9% | +27.1% | +36.8% | +42.3% |
| 1Y | +80.4% | +28.0% | +52.4% | +56.0% |
| 3Y | +58.1% | +52.6% | +5.5% | +20.5% |
| 5Y | -24.5% | +33.3% | -57.8% | -42.2% |
| All | -24.5% | +34.1% | -58.6% | -42.2% |
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