+423.4%
NFLX vs QLD
+1,470.2%
-1,046.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.8% | -5.9% | -2.6% |
| 7D | +2.6% | -1.4% | +4.0% | +2.6% |
| 30D | -9.0% | -19.6% | +10.5% | 0.0% |
| 3M | -13.7% | -14.1% | +0.4% | -8.8% |
| 6M | -26.9% | -13.6% | -13.3% | -25.1% |
| YTD | -31.8% | +12.5% | -44.3% | -40.3% |
| 1Y | -42.1% | +13.1% | -55.2% | -49.8% |
| 3Y | +47.0% | +154.7% | -107.8% | -24.5% |
| 5Y | -2.5% | +81.1% | -83.6% | -42.4% |
| 10Y | +423.4% | +1,418.0% | -994.6% | -27.2% |
| All | +423.4% | +1,470.2% | -1,046.9% | -27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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