+47.0%
NFLX vs SWKS
+3.5%
+43.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.8% |
| 7D | +2.6% | -2.7% | +5.3% | +2.8% |
| 30D | -9.0% | +8.5% | -17.5% | -9.6% |
| 3M | -13.7% | +17.3% | -31.0% | -15.3% |
| 6M | -26.9% | +25.1% | -52.0% | -29.3% |
| YTD | -31.8% | +33.3% | -65.1% | -35.1% |
| 1Y | -42.1% | +22.9% | -65.0% | -44.2% |
| 3Y | +47.0% | +5.5% | +41.4% | +31.6% |
| All | +47.0% | +3.5% | +43.5% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 3y: compounded portfolio wealth divided by compounded SWKS 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…
3y analysis · Full analysis span regression · 6 months rolling