+76.6%
NFLX vs BIL
+14.1%
+62.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.4% | -5.4% |
| 7D | -4.2% | +0.1% | -4.3% | -4.5% |
| 30D | +5.5% | +0.3% | +5.1% | +4.5% |
| 3M | -4.1% | +0.9% | -5.0% | -6.8% |
| 6M | -20.7% | +1.8% | -22.5% | -24.4% |
| YTD | -16.5% | +2.4% | -19.0% | -20.9% |
| 1Y | -37.8% | +3.7% | -41.5% | -40.2% |
| All | +76.6% | +14.1% | +62.5% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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