+667.4%
NFLX vs BTI
+72.6%
+594.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.2% |
| 7D | -8.1% | -2.0% | -6.1% | -7.7% |
| 30D | +1.6% | -3.4% | +5.1% | +2.4% |
| 3M | -7.3% | -9.0% | +1.7% | -5.6% |
| 6M | -21.6% | -5.0% | -16.6% | -21.0% |
| YTD | -18.9% | -0.3% | -18.6% | -19.3% |
| 1Y | -39.1% | +3.1% | -42.2% | -39.9% |
| 3Y | +71.7% | +111.0% | -39.3% | +41.5% |
| 5Y | +27.0% | +117.0% | -90.1% | +3.0% |
| All | +667.4% | +72.6% | +594.8% | +507.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling