+76.6%
NFLX vs BAC
+137.1%
-60.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.1% | -5.3% | -5.3% |
| 7D | -4.2% | +1.1% | -5.3% | -4.4% |
| 30D | +5.5% | -0.4% | +5.9% | +5.5% |
| 3M | -4.1% | +16.9% | -21.0% | -7.0% |
| 6M | -20.7% | +26.6% | -47.3% | -24.4% |
| YTD | -16.5% | +15.8% | -32.3% | -19.0% |
| 1Y | -37.8% | +27.2% | -64.9% | -41.0% |
| All | +76.6% | +137.1% | -60.5% | +53.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling