-8.2%
NFLX vs BHP
+119.3%
-127.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.9% | -1.0% | -2.4% |
| 7D | -4.4% | +2.5% | -6.8% | -5.0% |
| 30D | -11.0% | -5.2% | -5.8% | -9.9% |
| 3M | -15.5% | -8.7% | -6.8% | -13.8% |
| 6M | -28.5% | -6.9% | -21.6% | -27.9% |
| YTD | -33.1% | +39.0% | -72.1% | -41.6% |
| 1Y | -45.8% | +48.9% | -94.8% | -54.0% |
| 3Y | +40.2% | +55.4% | -15.2% | +13.7% |
| 5Y | -8.2% | +119.2% | -127.4% | -32.8% |
| All | -8.2% | +119.3% | -127.5% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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