+26.7%
NFLX vs ADI
+141.2%
-114.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -2.0% |
| 7D | -5.0% | +2.4% | -7.4% | -5.9% |
| 30D | +3.5% | -6.6% | +10.1% | +5.9% |
| 3M | -7.1% | -9.8% | +2.7% | -5.0% |
| 6M | -22.5% | +15.7% | -38.1% | -30.2% |
| YTD | -18.1% | +35.1% | -53.2% | -32.0% |
| 1Y | -38.3% | +47.7% | -86.0% | -51.3% |
| 3Y | +73.4% | +114.5% | -41.1% | +1.5% |
| 5Y | +26.7% | +141.2% | -114.6% | -32.2% |
| All | +26.7% | +141.2% | -114.5% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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