+39.8%
NFLX vs BAC
+99.1%
-59.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.1% |
| 7D | -2.0% | +3.2% | -5.2% | -2.7% |
| 30D | -11.9% | -0.7% | -11.2% | -11.8% |
| 3M | -20.6% | -20.0% | -0.6% | -17.0% |
| 6M | -29.0% | +3.4% | -32.4% | -29.9% |
| YTD | -33.7% | -5.7% | -28.0% | -33.3% |
| 1Y | -46.2% | -1.4% | -44.7% | -46.5% |
| 3Y | +39.8% | +97.9% | -58.1% | +24.1% |
| All | +39.8% | +99.1% | -59.3% | +24.1% |
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