+460.6%
SWK vs VRSN
+7,112.9%
-6,652.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.9% | -0.7% | -2.3% |
| 7D | +11.3% | +2.0% | +9.3% | +10.9% |
| 30D | +28.1% | +6.5% | +21.6% | +26.8% |
| 3M | +12.6% | +6.7% | +5.9% | +11.3% |
| 6M | +51.7% | +13.8% | +37.9% | +47.9% |
| YTD | +60.0% | +29.6% | +30.3% | +52.0% |
| 1Y | +72.7% | +29.5% | +43.2% | +64.1% |
| 3Y | +46.3% | +56.9% | -10.6% | +34.4% |
| 5Y | -24.6% | +36.6% | -61.2% | -29.2% |
| 10Y | +32.2% | +298.3% | -266.1% | +7.6% |
| All | +460.6% | +7,112.9% | -6,652.3% | +188.8% |
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