+70.7%
NFLX vs BR
-5.1%
+75.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -8.1% | -5.0% | -3.1% | -6.5% |
| 30D | -0.3% | -2.5% | +2.1% | +0.5% |
| 3M | -6.6% | +13.5% | -20.1% | -10.2% |
| 6M | -22.7% | -9.4% | -13.3% | -20.4% |
| YTD | -18.9% | -23.3% | +4.4% | -12.1% |
| 1Y | -39.8% | -31.6% | -8.2% | -32.2% |
| All | +70.7% | -5.1% | +75.8% | +73.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 3y: compounded portfolio wealth divided by compounded BR 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…
3y analysis · Full analysis span regression · 6 months rolling