+54,696.4%
NFLX vs SWKS
+912.4%
+53,784.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -0.7% |
| 7D | +5.7% | -9.2% | +14.8% | +8.2% |
| 30D | -4.6% | -1.9% | -2.6% | -4.3% |
| 3M | -11.6% | +21.2% | -32.9% | -17.1% |
| 6M | -25.4% | +12.9% | -38.3% | -30.1% |
| YTD | -30.1% | +30.7% | -60.8% | -37.6% |
| 1Y | -40.3% | +14.1% | -54.5% | -44.9% |
| 3Y | +51.6% | -1.7% | +53.3% | +38.6% |
| 5Y | +1.5% | -43.0% | +44.5% | +7.4% |
| 10Y | +437.2% | +34.3% | +402.9% | +341.6% |
| All | +54,696.4% | +912.4% | +53,784.0% | +19,052.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling