+26.7%
NFLX vs AEIS
+228.8%
-202.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.8% | -4.7% | -2.4% |
| 7D | -5.0% | +8.1% | -13.1% | -6.5% |
| 30D | +3.5% | -11.1% | +14.7% | +5.4% |
| 3M | -7.1% | -5.6% | -1.5% | -9.1% |
| 6M | -22.5% | -0.6% | -21.8% | -26.9% |
| YTD | -18.1% | +38.0% | -56.2% | -31.8% |
| 1Y | -38.3% | +87.2% | -125.6% | -54.8% |
| 3Y | +73.4% | +179.7% | -106.3% | +1.0% |
| 5Y | +26.7% | +241.7% | -215.1% | -37.4% |
| All | +26.7% | +228.8% | -202.1% | -37.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling