+73.4%
NFLX vs BEN
+56.8%
+16.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.2% | -1.7% | -1.9% |
| 7D | -5.0% | +4.7% | -9.7% | -5.6% |
| 30D | +3.5% | +2.6% | +0.9% | +3.2% |
| 3M | -7.1% | +11.5% | -18.6% | -8.6% |
| 6M | -22.5% | +35.3% | -57.8% | -26.1% |
| YTD | -18.1% | +48.6% | -66.8% | -23.3% |
| 1Y | -38.3% | +46.7% | -85.0% | -42.2% |
| 3Y | +73.4% | +57.0% | +16.4% | +52.7% |
| All | +73.4% | +56.8% | +16.5% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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