+27.0%
NFLX vs AU
+673.1%
-646.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.3% | +4.3% | +0.5% |
| 7D | -8.1% | -7.0% | -1.1% | -7.3% |
| 30D | +1.6% | +7.3% | -5.6% | +0.6% |
| 3M | -7.3% | +33.2% | -40.5% | -10.8% |
| 6M | -21.6% | -0.6% | -21.0% | -22.4% |
| YTD | -18.9% | +26.2% | -45.1% | -22.8% |
| 1Y | -39.1% | +68.3% | -107.3% | -44.6% |
| 3Y | +71.7% | +592.1% | -520.5% | +20.8% |
| 5Y | +27.0% | +685.3% | -658.3% | -12.1% |
| All | +27.0% | +673.1% | -646.2% | -12.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling