+681.8%
NFLX vs SW
+147.8%
+534.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.3% | -6.6% | -5.5% |
| 7D | -4.2% | -5.1% | +0.8% | -3.8% |
| 30D | +5.5% | -4.6% | +10.0% | +5.9% |
| 3M | -4.1% | +9.4% | -13.4% | -5.1% |
| 6M | -20.7% | +3.5% | -24.2% | -21.4% |
| YTD | -16.5% | +22.0% | -38.6% | -18.8% |
| 1Y | -37.8% | +2.2% | -40.0% | -38.5% |
| 3Y | +77.9% | +19.6% | +58.3% | +70.9% |
| 5Y | +32.5% | -2.3% | +34.8% | +26.5% |
| All | +681.8% | +147.8% | +534.0% | +570.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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