+76.6%
NFLX vs B
+202.9%
-126.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.2% | -3.1% | -5.1% |
| 7D | -4.2% | -1.6% | -2.7% | -4.1% |
| 30D | +5.5% | +9.4% | -4.0% | +4.2% |
| 3M | -4.1% | +5.0% | -9.0% | -4.9% |
| 6M | -20.7% | -3.5% | -17.1% | -20.8% |
| YTD | -16.5% | +4.5% | -21.0% | -18.0% |
| 1Y | -37.8% | +67.8% | -105.6% | -43.4% |
| All | +76.6% | +202.9% | -126.3% | +47.8% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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