+451.1%
NFLX vs TECH
+194.0%
+257.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.3% | +0.2% | -0.5% | -0.3% |
| 30D | -10.0% | +0.5% | -10.5% | -10.2% |
| 3M | -17.1% | +1.1% | -18.2% | -17.4% |
| 6M | -27.7% | +51.0% | -78.7% | -37.3% |
| YTD | -32.5% | +24.4% | -56.9% | -39.0% |
| 1Y | -43.5% | +27.4% | -71.0% | -49.6% |
| 3Y | +41.4% | +28.5% | +13.0% | +13.8% |
| 5Y | -2.2% | -40.9% | +38.7% | +12.9% |
| All | +451.1% | +194.0% | +257.2% | +149.6% |
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