-36.5%
SWKS vs VRSN
+34.7%
-71.3%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | +9.4% | +1.4% | +8.0% | +8.8% |
| 30D | +17.0% | +3.9% | +13.1% | +15.0% |
| 3M | +28.9% | +9.3% | +19.6% | +23.4% |
| 6M | +33.1% | +6.7% | +26.5% | +27.8% |
| YTD | +44.8% | +30.0% | +14.7% | +23.4% |
| 1Y | +36.2% | +26.0% | +10.2% | +18.1% |
| 3Y | +11.5% | +53.1% | -41.6% | -18.3% |
| All | -36.5% | +34.7% | -71.3% | -50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling