+26.7%
NFLX vs AG
+65.4%
-38.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.8% | -1.7% |
| 7D | -5.0% | +4.5% | -9.5% | -5.6% |
| 30D | +3.5% | +12.9% | -9.3% | +1.6% |
| 3M | -7.1% | +20.9% | -28.1% | -10.1% |
| 6M | -22.5% | -19.5% | -2.9% | -21.3% |
| YTD | -18.1% | +24.8% | -42.9% | -23.5% |
| 1Y | -38.3% | +120.2% | -158.6% | -48.5% |
| 3Y | +73.4% | +279.0% | -205.6% | +22.7% |
| 5Y | +26.7% | +67.9% | -41.2% | +0.2% |
| All | +26.7% | +65.4% | -38.7% | +0.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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