+45.9%
NFLX vs BAC
+85.9%
-40.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.1% |
| 7D | +2.1% | -1.2% | +3.3% | +2.4% |
| 30D | -9.0% | -7.7% | -1.4% | -7.5% |
| 3M | -14.0% | -21.2% | +7.2% | -9.8% |
| 6M | -28.2% | -6.8% | -21.3% | -27.4% |
| YTD | -32.4% | -8.7% | -23.7% | -31.4% |
| 1Y | -42.2% | -5.3% | -36.9% | -42.0% |
| 3Y | +45.9% | +87.4% | -41.6% | +30.0% |
| All | +45.9% | +85.9% | -40.1% | +30.0% |
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