+70.7%
NFLX vs SMTC
+565.9%
-495.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.0% |
| 7D | -8.1% | +22.5% | -30.6% | -8.5% |
| 30D | -0.3% | +24.9% | -25.2% | -1.0% |
| 3M | -6.6% | +4.1% | -10.7% | -6.9% |
| 6M | -22.7% | +92.6% | -115.2% | -26.2% |
| YTD | -18.9% | +122.5% | -141.4% | -23.5% |
| 1Y | -39.8% | +166.2% | -206.0% | -44.1% |
| All | +70.7% | +565.9% | -495.2% | +53.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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