-25.2%
SWKS vs VRTX
+54.9%
-80.1%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.1% | +5.6% | +3.9% |
| 7D | +12.5% | +0.8% | +11.7% | +12.3% |
| 30D | +10.5% | +12.6% | -2.1% | +8.0% |
| 3M | -7.4% | +23.6% | -31.0% | -11.2% |
| 6M | +32.7% | +14.3% | +18.4% | +29.0% |
| YTD | +19.2% | +20.5% | -1.3% | +14.2% |
| 1Y | +2.4% | +37.6% | -35.2% | -4.8% |
| All | -25.2% | +54.9% | -80.1% | -32.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling