+275.5%
SWKS vs VEEV
+623.9%
-348.4%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEEV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.3% | +6.8% | +4.6% |
| 7D | +12.5% | -0.6% | +13.1% | +12.6% |
| 30D | +10.5% | +28.8% | -18.3% | +0.7% |
| 3M | -7.4% | +54.0% | -61.4% | -21.3% |
| 6M | +32.7% | +46.0% | -13.3% | +13.4% |
| YTD | +19.2% | +23.2% | -4.1% | +7.6% |
| 1Y | +2.4% | +1.9% | +0.5% | -1.4% |
| 3Y | -25.6% | +27.0% | -52.6% | -36.0% |
| 5Y | -53.4% | -13.4% | -40.0% | -55.6% |
| 10Y | +23.2% | +575.2% | -552.1% | -38.0% |
| All | +275.5% | +623.9% | -348.4% | +71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VEEV.
Daily Out/Under-Performance
Portfolio return minus VEEV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEEV 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 VEEV 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