+41.0%
NFLX vs AEM
+301.0%
-260.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.1% | +1.2% | -2.4% |
| 7D | -4.4% | -5.6% | +1.3% | -3.7% |
| 30D | -11.0% | -3.9% | -7.1% | -10.8% |
| 3M | -15.5% | -3.4% | -12.1% | -15.5% |
| 6M | -28.5% | -9.0% | -19.5% | -28.1% |
| YTD | -33.1% | +5.9% | -39.1% | -35.1% |
| 1Y | -45.8% | +4.0% | -49.8% | -47.4% |
| All | +41.0% | +301.0% | -260.0% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 AEM 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