+26.7%
NFLX vs TECH
-41.8%
+68.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | -5.0% | +0.2% | -5.2% | -5.0% |
| 30D | +3.5% | +0.1% | +3.4% | +3.5% |
| 3M | -7.1% | +37.5% | -44.6% | -13.5% |
| 6M | -22.5% | +34.6% | -57.0% | -28.5% |
| YTD | -18.1% | +23.5% | -41.6% | -23.1% |
| 1Y | -38.3% | +34.4% | -72.7% | -43.9% |
| 3Y | +73.4% | +2.3% | +71.1% | +62.6% |
| 5Y | +26.7% | -41.7% | +68.4% | +47.3% |
| All | +26.7% | -41.8% | +68.5% | +47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling