+475.5%
SWK vs VRSN
+7,250.8%
-6,775.4%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.1% | +1.3% | +11.8% | +12.9% |
| 7D | +17.9% | +3.6% | +14.3% | +17.2% |
| 30D | +31.9% | +8.8% | +23.1% | +30.1% |
| 3M | +16.6% | +6.6% | +10.0% | +15.2% |
| 6M | +61.1% | +16.7% | +44.5% | +56.4% |
| YTD | +64.2% | +32.1% | +32.1% | +55.5% |
| 1Y | +85.2% | +34.1% | +51.1% | +75.0% |
| 3Y | +50.2% | +59.9% | -9.7% | +37.5% |
| 5Y | -22.8% | +40.5% | -63.3% | -27.8% |
| 10Y | +35.8% | +305.9% | -270.2% | +10.1% |
| All | +475.5% | +7,250.8% | -6,775.4% | +195.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling