+29.0%
NFLX vs SWKS
-53.5%
+82.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.5% | -8.9% | -6.4% |
| 7D | -4.2% | +12.5% | -16.8% | -7.7% |
| 30D | +5.5% | +10.5% | -5.0% | +2.1% |
| 3M | -4.1% | -7.4% | +3.3% | -2.8% |
| 6M | -20.7% | +32.7% | -53.4% | -30.7% |
| YTD | -16.5% | +19.2% | -35.7% | -24.6% |
| 1Y | -37.8% | +2.4% | -40.2% | -40.9% |
| 3Y | +77.9% | -25.6% | +103.5% | +79.8% |
| All | +29.0% | -53.5% | +82.5% | +64.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling