-38.8%
NFLX vs AMRZ
-17.3%
-21.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.3% | +2.4% | -1.7% |
| 7D | -5.0% | -2.0% | -3.0% | -4.9% |
| 30D | +3.5% | -9.8% | +13.4% | +3.9% |
| 3M | -7.1% | -17.2% | +10.1% | -6.5% |
| 6M | -22.5% | -26.9% | +4.5% | -21.8% |
| YTD | -18.1% | -21.5% | +3.3% | -17.1% |
| 1Y | -38.3% | -22.9% | -15.4% | -38.0% |
| All | -38.8% | -17.3% | -21.5% | -38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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