-39.3%
NFLX vs SWK
+87.6%
-126.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +13.1% | -8.4% | +5.0% |
| 7D | +7.1% | +17.9% | -10.8% | +7.8% |
| 30D | -1.6% | +31.9% | -33.6% | -0.2% |
| 3M | -9.8% | +16.6% | -26.3% | -9.3% |
| 6M | -27.1% | +61.1% | -88.2% | -23.6% |
| YTD | -29.2% | +64.2% | -93.4% | -24.6% |
| 1Y | -39.3% | +85.2% | -124.5% | -34.5% |
| All | -39.3% | +87.6% | -126.9% | -34.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling