+667.6%
NFLX vs IT
+91.9%
+575.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.4% |
| 7D | -8.1% | -9.1% | +1.0% | -5.4% |
| 30D | -0.3% | -12.2% | +11.8% | +3.5% |
| 3M | -6.6% | +7.8% | -14.4% | -10.4% |
| 6M | -22.7% | +2.0% | -24.7% | -25.2% |
| YTD | -18.9% | -32.7% | +13.8% | -10.8% |
| 1Y | -39.8% | -31.1% | -8.7% | -34.9% |
| 3Y | +71.7% | -52.1% | +123.8% | +104.8% |
| 5Y | +27.2% | -46.3% | +73.5% | +43.1% |
| All | +667.6% | +91.9% | +575.7% | +500.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling