+27.0%
NFLX vs BTDR
+16.5%
+10.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.5% | +6.5% | +0.1% |
| 7D | -8.1% | -3.2% | -4.9% | -8.0% |
| 30D | +1.6% | +32.7% | -31.1% | +0.8% |
| 3M | -7.3% | -28.4% | +21.1% | -6.8% |
| 6M | -21.6% | +51.7% | -73.3% | -23.3% |
| YTD | -18.9% | +2.9% | -21.8% | -19.9% |
| 1Y | -39.1% | -15.5% | -23.6% | -39.9% |
| 3Y | +71.7% | 0.0% | +71.7% | +64.7% |
| 5Y | +27.0% | +16.5% | +10.5% | +16.7% |
| All | +27.0% | +16.5% | +10.5% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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