+448.2%
NFLX vs BA
+24.8%
+423.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.9% |
| 7D | -2.0% | -1.1% | -0.9% | -1.7% |
| 30D | -11.9% | -7.1% | -4.8% | -10.5% |
| 3M | -20.6% | -25.5% | +5.0% | -15.0% |
| 6M | -29.0% | -28.7% | -0.3% | -23.6% |
| YTD | -33.7% | -21.0% | -12.7% | -30.8% |
| 1Y | -46.2% | -11.9% | -34.3% | -45.4% |
| 3Y | +39.8% | -16.2% | +55.9% | +39.8% |
| 5Y | -9.0% | -22.4% | +13.4% | -9.9% |
| All | +448.2% | +24.8% | +423.3% | +405.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 10y: compounded portfolio wealth divided by compounded BA 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…
10y analysis · Full analysis span regression · 6 months rolling