+70.7%
NFLX vs AU
+574.0%
-503.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.3% | +4.3% | +0.3% |
| 7D | -8.1% | -7.0% | -1.1% | -7.6% |
| 30D | +1.6% | +7.3% | -5.6% | +1.0% |
| 3M | -7.3% | +33.2% | -40.5% | -9.4% |
| 6M | -21.6% | -0.6% | -21.0% | -22.2% |
| YTD | -18.9% | +26.2% | -45.1% | -21.4% |
| 1Y | -39.1% | +68.3% | -107.3% | -42.6% |
| All | +70.7% | +574.0% | -503.3% | +44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling