-39.3%
NFLX vs XLK
+19.7%
-58.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.7% |
| 7D | +7.1% | -7.6% | +14.7% | +6.0% |
| 30D | -1.6% | -12.2% | +10.5% | -3.0% |
| 3M | -9.8% | -5.5% | -4.3% | -10.4% |
| 6M | -27.1% | +9.2% | -36.2% | -28.1% |
| YTD | -29.2% | +23.0% | -52.2% | -32.2% |
| 1Y | -39.3% | +20.7% | -60.0% | -41.8% |
| All | -39.3% | +19.7% | -58.9% | -41.8% |
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