+117.0%
AAPL vs NFLX
+27.1%
+89.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | -3.0% | -8.1% | +5.1% | -1.0% |
| 30D | +2.3% | -0.3% | +2.6% | +2.3% |
| 3M | +8.6% | -6.6% | +15.2% | +10.1% |
| 6M | +21.6% | -22.7% | +44.2% | +28.3% |
| YTD | +16.3% | -18.9% | +35.2% | +20.7% |
| 1Y | +35.1% | -39.8% | +74.9% | +50.8% |
| 3Y | +79.4% | +71.7% | +7.7% | +51.2% |
| All | +117.0% | +27.1% | +89.9% | +68.3% |
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