+681.4%
NFLX vs BLK
+283.5%
+397.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.0% |
| 7D | -1.1% | -3.3% | +2.2% | +0.6% |
| 30D | +4.3% | -6.5% | +10.8% | +7.9% |
| 3M | -4.8% | +6.7% | -11.5% | -8.3% |
| 6M | -18.4% | +14.7% | -33.2% | -24.8% |
| YTD | -17.4% | +2.5% | -20.0% | -20.0% |
| 1Y | -35.7% | -2.8% | -32.9% | -36.2% |
| 3Y | +73.8% | +65.9% | +7.9% | +24.9% |
| 5Y | +29.3% | +33.0% | -3.7% | +2.7% |
| All | +681.4% | +283.5% | +397.9% | +296.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 10y: compounded portfolio wealth divided by compounded BLK 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…
10y analysis · Full analysis span regression · 6 months rolling