+1,817.6%
SMH vs NFLX
+707.0%
+1,110.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.4% | +0.9% |
| 7D | +0.3% | -1.1% | +1.4% | +0.6% |
| 30D | -2.8% | +4.3% | -7.1% | -4.5% |
| 3M | -6.7% | -4.8% | -2.0% | -6.2% |
| 6M | +41.8% | -18.4% | +60.2% | +49.2% |
| YTD | +57.9% | -17.4% | +75.3% | +64.1% |
| 1Y | +87.6% | -35.7% | +123.3% | +112.1% |
| 3Y | +282.9% | +73.8% | +209.1% | +198.5% |
| 5Y | +330.4% | +29.3% | +301.1% | +241.3% |
| All | +1,817.6% | +707.0% | +1,110.6% | +812.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling