+29.0%
NFLX vs BAC
+71.7%
-42.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.1% | -5.3% | -5.3% |
| 7D | -4.2% | +1.1% | -5.3% | -4.7% |
| 30D | +5.5% | -0.4% | +5.9% | +5.6% |
| 3M | -4.1% | +16.9% | -21.0% | -10.1% |
| 6M | -20.7% | +26.6% | -47.3% | -28.3% |
| YTD | -16.5% | +15.8% | -32.3% | -21.9% |
| 1Y | -37.8% | +27.2% | -64.9% | -44.3% |
| 3Y | +77.9% | +132.4% | -54.5% | +13.9% |
| All | +29.0% | +71.7% | -42.8% | -3.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling