+70.7%
NFLX vs BTG
+99.9%
-29.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.7% | -2.6% | -1.1% |
| 7D | -8.1% | +2.4% | -10.5% | -8.3% |
| 30D | -0.3% | +9.5% | -9.8% | -1.1% |
| 3M | -6.6% | +38.5% | -45.1% | -9.1% |
| 6M | -22.7% | +5.6% | -28.3% | -23.6% |
| YTD | -18.9% | +23.9% | -42.8% | -21.1% |
| 1Y | -39.8% | +32.1% | -71.9% | -42.3% |
| All | +70.7% | +99.9% | -29.2% | +55.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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