+409.0%
NFLX vs SW
+182.7%
+226.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.3% | -3.2% |
| 7D | +2.1% | +2.3% | -0.2% | +1.9% |
| 30D | -9.0% | +6.8% | -15.8% | -9.6% |
| 3M | -14.0% | -5.2% | -8.8% | -13.5% |
| 6M | -28.2% | +7.4% | -35.6% | -28.9% |
| YTD | -32.4% | +17.4% | -49.8% | -34.0% |
| 1Y | -42.2% | +27.1% | -69.3% | -44.1% |
| 3Y | +45.9% | +47.9% | -2.0% | +37.2% |
| 5Y | -1.8% | -2.6% | +0.8% | -6.2% |
| All | +409.0% | +182.7% | +226.3% | +314.0% |
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