+29.0%
NFLX vs BIL
+19.4%
+9.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.4% | -5.5% |
| 7D | -4.2% | +0.1% | -4.3% | -4.8% |
| 30D | +5.5% | +0.3% | +5.1% | +3.3% |
| 3M | -4.1% | +0.9% | -5.0% | -9.6% |
| 6M | -20.7% | +1.8% | -22.5% | -29.3% |
| YTD | -16.5% | +2.4% | -19.0% | -28.1% |
| 1Y | -37.8% | +3.7% | -41.5% | -50.1% |
| 3Y | +77.9% | +14.2% | +63.7% | -38.4% |
| All | +29.0% | +19.4% | +9.6% | -72.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling