+47.0%
SWKS vs VRTX
+492.5%
-445.5%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.2% | +6.1% | +6.0% |
| 7D | +5.7% | -0.4% | +6.1% | +5.8% |
| 30D | +17.3% | +7.9% | +9.4% | +14.0% |
| 3M | +28.3% | +3.3% | +25.0% | +26.2% |
| 6M | +26.1% | +25.7% | +0.3% | +15.0% |
| YTD | +41.1% | +20.7% | +20.4% | +29.5% |
| 1Y | +31.4% | +27.4% | +4.0% | +18.0% |
| 3Y | +7.3% | +46.4% | -39.1% | -12.0% |
| 5Y | -37.7% | +194.3% | -232.0% | -62.4% |
| All | +47.0% | +492.5% | -445.5% | -15.2% |
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