+65,302.9%
NFLX vs SWK
+338.9%
+64,964.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.9% | -6.2% | -5.7% |
| 7D | -4.2% | -0.4% | -3.8% | -4.1% |
| 30D | +5.5% | -5.7% | +11.2% | +7.5% |
| 3M | -4.1% | +24.1% | -28.1% | -11.7% |
| 6M | -20.7% | +24.7% | -45.4% | -27.9% |
| YTD | -16.5% | +33.9% | -50.5% | -26.6% |
| 1Y | -37.8% | +34.7% | -72.5% | -45.9% |
| 3Y | +77.9% | +15.3% | +62.6% | +53.2% |
| 5Y | +32.5% | -39.3% | +71.8% | +43.2% |
| 10Y | +703.6% | +2.5% | +701.1% | +528.5% |
| All | +65,302.9% | +338.9% | +64,964.0% | +22,469.5% |
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 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