+324.2%
SMH vs NFLX
+27.1%
+297.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +1.4% | -8.1% | +9.4% | +3.9% |
| 30D | -2.2% | +1.6% | -3.8% | -3.1% |
| 3M | -1.9% | -7.3% | +5.4% | -0.5% |
| 6M | +41.0% | -21.6% | +62.6% | +50.1% |
| YTD | +55.6% | -18.9% | +74.5% | +62.5% |
| 1Y | +86.8% | -39.1% | +125.9% | +115.0% |
| 3Y | +277.7% | +71.7% | +206.0% | +199.3% |
| 5Y | +324.2% | +27.0% | +297.2% | +215.2% |
| All | +324.2% | +27.1% | +297.1% | +215.2% |
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