+43.4%
SMH vs NFLX
-39.6%
+83.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.7% | -7.4% | -1.7% |
| 7D | -11.2% | +7.1% | -18.3% | -9.8% |
| 30D | -20.4% | -1.6% | -18.8% | -20.4% |
| 3M | -12.4% | -9.8% | -2.6% | -13.8% |
| 6M | -0.5% | -27.1% | +26.6% | -2.8% |
| YTD | +40.0% | -29.2% | +69.2% | +34.6% |
| 1Y | +43.4% | -39.3% | +82.7% | +40.6% |
| All | +43.4% | -39.6% | +83.0% | +40.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling