+27.0%
NFLX vs BTG
+75.0%
-48.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.4% |
| 7D | -8.1% | -5.5% | -2.6% | -7.4% |
| 30D | +1.6% | +6.1% | -4.5% | +0.7% |
| 3M | -7.3% | +38.6% | -45.9% | -11.8% |
| 6M | -21.6% | +0.7% | -22.3% | -22.6% |
| YTD | -18.9% | +20.3% | -39.3% | -22.6% |
| 1Y | -39.1% | +25.0% | -64.1% | -42.9% |
| 3Y | +71.7% | +97.3% | -25.6% | +42.6% |
| 5Y | +27.0% | +78.3% | -51.4% | +5.6% |
| All | +27.0% | +75.0% | -48.0% | +5.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling