-1.9%
NFLX vs BMY
+30.3%
-32.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.2% | +1.8% | +2.0% |
| 7D | -2.8% | -2.0% | -0.8% | -2.6% |
| 30D | -8.6% | +9.3% | -17.9% | -9.3% |
| 3M | -13.7% | -0.1% | -13.6% | -13.7% |
| 6M | -24.5% | +15.5% | -39.9% | -25.3% |
| YTD | -31.2% | +21.8% | -53.0% | -32.0% |
| 1Y | -43.2% | +34.9% | -78.1% | -44.2% |
| 3Y | +44.3% | +43.2% | +1.1% | +39.9% |
| 5Y | -1.9% | +30.7% | -32.6% | -4.8% |
| All | -1.9% | +30.3% | -32.1% | -4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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