+2,326.7%
VIAV vs SWK
+1,289.3%
+1,037.4%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.4% | +8.6% | +8.5% |
| 7D | -4.8% | +11.0% | -15.9% | -11.1% |
| 30D | -38.5% | +30.1% | -68.5% | -47.7% |
| 3M | -29.9% | +14.7% | -44.5% | -36.2% |
| 6M | -46.3% | +44.5% | -90.8% | -57.5% |
| YTD | +59.8% | +59.4% | +0.4% | +18.2% |
| 1Y | +62.3% | +77.5% | -15.2% | +12.8% |
| 3Y | +243.0% | +49.5% | +193.6% | +142.1% |
| 5Y | +80.3% | -24.9% | +105.2% | +76.9% |
| 10Y | +290.0% | +31.8% | +258.2% | +136.9% |
| All | +2,326.7% | +1,289.3% | +1,037.4% | +363.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 all: compounded portfolio wealth divided by compounded SWK 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…
all analysis · Full analysis span regression · 6 months rolling