-37.8%
NFLX vs XLK
+44.7%
-82.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.7% | -6.1% | -5.3% |
| 7D | -4.2% | +0.9% | -5.1% | -4.2% |
| 30D | +5.5% | +0.7% | +4.7% | +5.5% |
| 3M | -4.1% | -2.9% | -1.1% | -3.8% |
| 6M | -20.7% | +34.3% | -54.9% | -24.1% |
| YTD | -16.5% | +30.4% | -46.9% | -19.9% |
| 1Y | -37.8% | +43.4% | -81.1% | -39.6% |
| All | -37.8% | +44.7% | -82.4% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 1y: compounded portfolio wealth divided by compounded XLK 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…
1y analysis · Full analysis span regression · 6 months rolling