+65,302.9%
NFLX vs TECH
+995.5%
+64,307.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -4.2% | +0.1% | -4.4% | -4.3% |
| 30D | +5.5% | +0.7% | +4.7% | +5.2% |
| 3M | -4.1% | +36.3% | -40.4% | -15.3% |
| 6M | -20.7% | +25.6% | -46.3% | -29.5% |
| YTD | -16.5% | +23.7% | -40.2% | -25.8% |
| 1Y | -37.8% | +37.6% | -75.4% | -47.7% |
| 3Y | +77.9% | -6.6% | +84.5% | +62.1% |
| 5Y | +32.5% | -42.2% | +74.7% | +46.4% |
| 10Y | +703.6% | +187.6% | +516.0% | +317.7% |
| All | +65,302.9% | +995.5% | +64,307.4% | +17,545.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling