+27.6%
SWKS vs VRSN
+290.6%
-263.0%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.4% | +4.0% | +3.8% |
| 7D | +12.5% | +0.1% | +12.5% | +12.5% |
| 30D | +10.5% | -0.2% | +10.7% | +10.4% |
| 3M | -7.4% | -0.3% | -7.1% | -8.8% |
| 6M | +32.7% | +23.0% | +9.7% | +13.6% |
| YTD | +19.2% | +21.3% | -2.2% | +2.0% |
| 1Y | +2.4% | +6.7% | -4.3% | -5.1% |
| 3Y | -25.6% | +45.0% | -70.6% | -46.0% |
| 5Y | -53.4% | +35.0% | -88.5% | -65.1% |
| All | +27.6% | +290.6% | -263.0% | -40.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling