-35.7%
NFLX vs AU
+72.0%
-107.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.8% |
| 7D | -1.1% | -4.3% | +3.2% | -0.8% |
| 30D | +4.3% | +7.3% | -3.0% | +3.8% |
| 3M | -4.8% | +26.3% | -31.1% | -6.2% |
| 6M | -18.4% | +1.8% | -20.2% | -19.4% |
| YTD | -17.4% | +26.8% | -44.3% | -20.2% |
| 1Y | -35.7% | +66.7% | -102.4% | -39.0% |
| All | -35.7% | +72.0% | -107.7% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling