+27.0%
NFLX vs BR
+7.7%
+19.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | -0.1% |
| 7D | -8.1% | -6.0% | -2.1% | -4.9% |
| 30D | +1.6% | -0.9% | +2.5% | +2.1% |
| 3M | -7.3% | +16.4% | -23.7% | -15.0% |
| 6M | -21.6% | -8.2% | -13.4% | -18.3% |
| YTD | -18.9% | -23.2% | +4.3% | -6.4% |
| 1Y | -39.1% | -30.9% | -8.2% | -25.0% |
| 3Y | +71.7% | -5.0% | +76.6% | +63.8% |
| 5Y | +27.0% | +8.8% | +18.2% | -2.8% |
| All | +27.0% | +7.7% | +19.3% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling