+42.3%
NFLX vs AEIS
+151.1%
-108.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.1% |
| 7D | -0.3% | -6.9% | +6.6% | -0.1% |
| 30D | -10.0% | -23.2% | +13.2% | -9.2% |
| 3M | -17.1% | -29.5% | +12.4% | -16.2% |
| 6M | -27.7% | -37.9% | +10.2% | -26.6% |
| YTD | -32.5% | +6.0% | -38.5% | -38.6% |
| 1Y | -43.5% | +1.2% | -44.8% | -48.2% |
| All | +42.3% | +151.1% | -108.8% | -0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling