+681.4%
NFLX vs AEIS
+562.2%
+119.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.9% | -3.1% | +0.7% |
| 7D | -1.1% | +2.3% | -3.3% | -1.7% |
| 30D | +4.3% | -14.8% | +19.1% | +7.6% |
| 3M | -4.8% | -15.6% | +10.8% | -3.7% |
| 6M | -18.4% | -8.7% | -9.7% | -20.8% |
| YTD | -17.4% | +37.3% | -54.8% | -29.9% |
| 1Y | -35.7% | +80.3% | -116.0% | -50.4% |
| 3Y | +73.8% | +177.9% | -104.2% | +11.4% |
| 5Y | +29.3% | +235.8% | -206.6% | -23.2% |
| All | +681.4% | +562.2% | +119.2% | +252.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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