+25.9%
SWKS vs VRTX
+473.8%
-447.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.6% | +4.2% |
| 7D | +12.5% | +0.8% | +11.7% | +12.2% |
| 30D | +10.5% | +12.6% | -2.1% | +5.8% |
| 3M | -7.4% | +23.6% | -31.0% | -14.4% |
| 6M | +32.7% | +14.3% | +18.4% | +25.5% |
| YTD | +19.2% | +20.5% | -1.3% | +10.1% |
| 1Y | +2.4% | +37.6% | -35.2% | -10.1% |
| 3Y | -25.6% | +55.5% | -81.2% | -39.9% |
| 5Y | -53.4% | +175.7% | -229.2% | -70.6% |
| All | +25.9% | +473.8% | -447.9% | -26.4% |
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