+51,846.2%
NFLX vs BEN
+417.8%
+51,428.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | -2.0% | +6.8% | -8.8% | -4.5% |
| 30D | -11.9% | +18.0% | -29.9% | -17.7% |
| 3M | -20.6% | +7.5% | -28.0% | -23.2% |
| 6M | -29.0% | +14.7% | -43.7% | -33.4% |
| YTD | -33.7% | +56.1% | -89.8% | -45.5% |
| 1Y | -46.2% | +69.6% | -115.7% | -57.3% |
| 3Y | +39.8% | +87.7% | -47.9% | +2.1% |
| 5Y | -9.0% | +28.6% | -37.6% | -22.5% |
| 10Y | +441.5% | +59.8% | +381.7% | +279.1% |
| All | +51,846.2% | +417.8% | +51,428.4% | +8,973.9% |
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