+70.7%
NFLX vs EQT
+34.2%
+36.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | -8.1% | -1.2% | -6.9% | -7.9% |
| 30D | +1.6% | +1.1% | +0.5% | +1.5% |
| 3M | -7.3% | +4.8% | -12.1% | -8.1% |
| 6M | -21.6% | -10.6% | -11.0% | -20.4% |
| YTD | -18.9% | +3.4% | -22.4% | -19.7% |
| 1Y | -39.1% | +8.7% | -47.8% | -40.1% |
| All | +70.7% | +34.2% | +36.5% | +62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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