+65,302.9%
NFLX vs BEN
+394.2%
+64,908.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +3.5% | -8.9% | -6.7% |
| 7D | -4.2% | +0.2% | -4.5% | -4.5% |
| 30D | +5.5% | -0.5% | +6.0% | +5.5% |
| 3M | -4.1% | +9.7% | -13.8% | -7.9% |
| 6M | -20.7% | +33.9% | -54.6% | -30.2% |
| YTD | -16.5% | +49.0% | -65.5% | -29.9% |
| 1Y | -37.8% | +42.1% | -79.9% | -47.0% |
| 3Y | +77.9% | +51.9% | +26.0% | +41.7% |
| 5Y | +32.5% | +39.0% | -6.5% | +9.0% |
| 10Y | +703.6% | +57.9% | +645.7% | +462.9% |
| All | +65,302.9% | +394.2% | +64,908.7% | +11,573.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling