+0.6%
SWKS vs VRSN
+55.3%
-54.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.4% |
| 7D | -6.2% | +0.5% | -6.6% | -6.2% |
| 30D | -1.5% | +4.9% | -6.4% | -2.2% |
| 3M | +23.0% | +5.8% | +17.1% | +21.7% |
| 6M | +27.6% | +12.6% | +15.0% | +24.7% |
| YTD | +32.3% | +28.2% | +4.1% | +23.7% |
| 1Y | +20.1% | +30.4% | -10.3% | +11.5% |
| 3Y | +0.6% | +54.6% | -53.9% | -20.3% |
| All | +0.6% | +55.3% | -54.6% | -20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling