+27.2%
NFLX vs BTI
+113.9%
-86.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.8% |
| 7D | -8.1% | -2.4% | -5.7% | -7.8% |
| 30D | -0.3% | -4.8% | +4.4% | +0.3% |
| 3M | -6.6% | -8.1% | +1.5% | -5.6% |
| 6M | -22.7% | -4.2% | -18.5% | -22.3% |
| YTD | -18.9% | -1.3% | -17.6% | -19.0% |
| 1Y | -39.8% | +2.1% | -41.9% | -40.2% |
| 3Y | +71.7% | +108.9% | -37.2% | +48.7% |
| 5Y | +27.2% | +114.5% | -87.2% | +14.6% |
| All | +27.2% | +113.9% | -86.7% | +14.6% |
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