+76.7%
NFLX vs TECH
-0.4%
+77.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -4.2% | +0.1% | -4.4% | -4.2% |
| 30D | +5.5% | +0.7% | +4.7% | +5.4% |
| 3M | -4.1% | +36.3% | -40.4% | -5.2% |
| 6M | -20.7% | +25.6% | -46.3% | -21.5% |
| YTD | -16.5% | +23.7% | -40.2% | -17.3% |
| 1Y | -37.8% | +37.6% | -75.4% | -38.7% |
| All | +76.7% | -0.4% | +77.1% | +53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling