+687.9%
NFLX vs TECH
+179.6%
+508.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | -8.1% | -0.1% | -8.0% | -8.1% |
| 30D | -0.3% | +0.3% | -0.6% | -0.4% |
| 3M | -6.6% | +32.9% | -39.5% | -15.3% |
| 6M | -22.7% | +32.1% | -54.7% | -31.2% |
| YTD | -18.9% | +23.4% | -42.3% | -26.5% |
| 1Y | -39.8% | +34.1% | -73.9% | -47.7% |
| 3Y | +71.7% | +2.2% | +69.5% | +53.5% |
| 5Y | +27.2% | -41.8% | +69.1% | +47.0% |
| 10Y | +687.9% | +188.9% | +499.0% | +276.2% |
| All | +687.9% | +179.6% | +508.3% | +276.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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