-38.3%
NFLX vs BAC
+28.0%
-66.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.9% |
| 7D | -5.0% | +1.2% | -6.2% | -5.0% |
| 30D | +3.5% | -0.7% | +4.3% | +3.5% |
| 3M | -7.1% | +16.9% | -24.0% | -7.5% |
| 6M | -22.5% | +29.6% | -52.1% | -23.2% |
| YTD | -18.1% | +15.3% | -33.4% | -18.2% |
| 1Y | -38.3% | +28.8% | -67.2% | -39.9% |
| All | -38.3% | +28.0% | -66.3% | -39.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BAC.
Daily Out/Under-Performance
Portfolio return minus BAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAC 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 1y: compounded portfolio wealth divided by compounded BAC 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…
1y analysis · Full analysis span regression · 6 months rolling