+32.1%
SWKS vs VRTX
+580.6%
-548.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.9% |
| 7D | -6.2% | -2.1% | -4.0% | -5.6% |
| 30D | -1.5% | +8.2% | -9.7% | -4.3% |
| 3M | +23.0% | +13.0% | +9.9% | +17.2% |
| 6M | +27.6% | +27.9% | -0.3% | +15.9% |
| YTD | +32.3% | +20.7% | +11.6% | +21.6% |
| 1Y | +20.1% | +31.4% | -11.3% | +6.8% |
| 3Y | +0.6% | +41.8% | -41.2% | -16.0% |
| 5Y | -42.3% | +183.7% | -226.0% | -64.3% |
| All | +32.1% | +580.6% | -548.5% | -26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 VRTX 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