-8.5%
NFLX vs BTI
+153.9%
-162.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.4% | -2.3% | -1.1% |
| 7D | -2.0% | +1.6% | -3.6% | -2.3% |
| 30D | -11.9% | +9.2% | -21.2% | -13.2% |
| 3M | -20.6% | +9.6% | -30.2% | -21.7% |
| 6M | -29.0% | -2.4% | -26.6% | -29.1% |
| YTD | -33.7% | +14.2% | -47.9% | -35.3% |
| 1Y | -46.2% | +20.3% | -66.5% | -47.9% |
| 3Y | +39.8% | +147.4% | -107.6% | +16.6% |
| All | -8.5% | +153.9% | -162.4% | -23.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling