+52,297.5%
NFLX vs SMTC
+242.4%
+52,055.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.6% | +1.7% | -1.7% |
| 7D | -4.4% | +30.5% | -34.9% | -11.3% |
| 30D | -11.0% | -30.9% | +19.8% | -4.7% |
| 3M | -15.5% | -14.7% | -0.8% | -17.2% |
| 6M | -28.5% | -9.6% | -18.9% | -34.3% |
| YTD | -33.1% | +62.1% | -95.2% | -50.1% |
| 1Y | -45.8% | +66.6% | -112.4% | -60.3% |
| 3Y | +40.2% | +718.1% | -677.9% | -51.0% |
| 5Y | -8.2% | +32.8% | -41.0% | -42.1% |
| 10Y | +446.2% | +354.1% | +92.0% | +90.7% |
| All | +52,297.5% | +242.4% | +52,055.1% | +8,439.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling