+26.7%
NFLX vs BB
-27.1%
+53.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.1% | -2.3% |
| 7D | -5.0% | +0.5% | -5.5% | -5.1% |
| 30D | +3.5% | -12.4% | +15.9% | +5.8% |
| 3M | -7.1% | -15.3% | +8.2% | -6.0% |
| 6M | -22.5% | +128.8% | -151.2% | -38.2% |
| YTD | -18.1% | +107.7% | -125.8% | -33.3% |
| 1Y | -38.3% | +103.9% | -142.2% | -50.1% |
| 3Y | +73.4% | +72.6% | +0.8% | +37.5% |
| 5Y | +26.7% | -24.3% | +50.9% | +28.1% |
| All | +26.7% | -27.1% | +53.7% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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