+26.7%
NFLX vs BN
+35.3%
-8.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.6% | +0.7% | -0.7% |
| 7D | -5.0% | -1.2% | -3.8% | -4.5% |
| 30D | +3.5% | -10.9% | +14.5% | +9.1% |
| 3M | -7.1% | -11.1% | +4.0% | -2.1% |
| 6M | -22.5% | -4.4% | -18.1% | -21.8% |
| YTD | -18.1% | -14.1% | -4.0% | -13.7% |
| 1Y | -38.3% | -11.1% | -27.3% | -36.7% |
| 3Y | +73.4% | +75.6% | -2.2% | +14.4% |
| 5Y | +26.7% | +35.8% | -9.1% | +0.3% |
| All | +26.7% | +35.3% | -8.6% | +0.3% |
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