+93.9%
QQQ vs NFLX
+27.1%
+66.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.0% | -1.1% |
| 7D | -1.3% | -8.1% | +6.8% | +0.9% |
| 30D | -1.4% | +1.6% | -3.0% | -2.0% |
| 3M | +2.3% | -7.3% | +9.6% | +3.8% |
| 6M | +16.9% | -21.6% | +38.5% | +23.8% |
| YTD | +15.6% | -18.9% | +34.6% | +20.7% |
| 1Y | +22.6% | -39.1% | +61.7% | +38.6% |
| 3Y | +93.5% | +71.7% | +21.9% | +59.2% |
| 5Y | +93.9% | +27.0% | +67.0% | +53.5% |
| All | +93.9% | +27.1% | +66.8% | +53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NFLX.
Daily Out/Under-Performance
Portfolio return minus NFLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NFLX 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 NFLX 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