+45.9%
NFLX vs AR
+19.9%
+25.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.8% | -2.5% | -3.2% |
| 7D | +2.1% | -14.3% | +16.4% | +4.3% |
| 30D | -9.0% | +1.4% | -10.5% | -9.5% |
| 3M | -14.0% | +3.4% | -17.3% | -14.8% |
| 6M | -28.2% | -2.1% | -26.1% | -28.4% |
| YTD | -32.4% | +4.7% | -37.1% | -33.8% |
| 1Y | -42.2% | +10.6% | -52.8% | -44.0% |
| 3Y | +45.9% | +24.6% | +21.3% | +33.2% |
| All | +45.9% | +19.9% | +25.9% | +33.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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