-2.2%
NFLX vs BN
+34.7%
-36.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.3% | -0.5% |
| 7D | -0.3% | +4.3% | -4.6% | -2.2% |
| 30D | -10.0% | +14.3% | -24.3% | -15.6% |
| 3M | -17.1% | -4.1% | -13.0% | -15.7% |
| 6M | -27.7% | -9.7% | -18.0% | -24.7% |
| YTD | -32.5% | -7.1% | -25.4% | -31.6% |
| 1Y | -43.5% | -7.4% | -36.1% | -42.9% |
| 3Y | +41.4% | +102.3% | -60.9% | -13.9% |
| 5Y | -2.2% | +35.9% | -38.1% | -22.6% |
| All | -2.2% | +34.7% | -36.9% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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