-39.3%
NFLX vs BTI
+24.7%
-63.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +3.4% | +1.3% | +4.1% |
| 7D | +7.1% | +5.3% | +1.8% | +6.2% |
| 30D | -1.6% | +19.1% | -20.7% | -4.1% |
| 3M | -9.8% | +6.5% | -16.3% | -11.3% |
| 6M | -27.1% | +9.4% | -36.5% | -27.7% |
| YTD | -29.2% | +14.4% | -43.6% | -29.4% |
| 1Y | -39.3% | +23.9% | -63.1% | -40.5% |
| All | -39.3% | +24.7% | -63.9% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 1y: compounded portfolio wealth divided by compounded BTI 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…
1y analysis · Full analysis span regression · 6 months rolling