+84.5%
AAPL vs NFLX
+71.6%
+13.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.6% | +3.6% |
| 7D | -0.5% | -8.1% | +7.6% | +1.2% |
| 30D | +7.1% | +1.6% | +5.5% | +6.7% |
| 3M | +12.1% | -7.3% | +19.4% | +13.5% |
| 6M | +25.4% | -21.6% | +47.0% | +30.6% |
| YTD | +20.5% | -18.9% | +39.4% | +24.3% |
| 1Y | +44.5% | -39.1% | +83.6% | +60.0% |
| All | +84.5% | +71.6% | +13.0% | +77.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling