+409.0%
NFLX vs BA
+33.2%
+375.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.4% |
| 7D | +2.1% | +1.1% | +1.1% | +1.9% |
| 30D | -9.0% | -7.9% | -1.1% | -7.4% |
| 3M | -14.0% | -25.3% | +11.4% | -8.1% |
| 6M | -28.2% | -24.6% | -3.6% | -23.8% |
| YTD | -32.4% | -20.1% | -12.2% | -29.6% |
| 1Y | -42.2% | -11.8% | -30.4% | -41.4% |
| 3Y | +45.9% | -10.1% | +56.0% | +43.3% |
| 5Y | -1.8% | -22.7% | +20.9% | -2.8% |
| All | +409.0% | +33.2% | +375.8% | +454.3% |
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