+70.7%
NFLX vs ELV
-7.6%
+78.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.3% | -1.0% |
| 7D | -8.1% | -2.2% | -5.9% | -8.1% |
| 30D | -0.3% | -0.2% | -0.1% | -0.3% |
| 3M | -6.6% | -6.1% | -0.5% | -6.7% |
| 6M | -22.7% | +42.8% | -65.5% | -21.9% |
| YTD | -18.9% | +14.4% | -33.3% | -18.4% |
| 1Y | -39.8% | +28.6% | -68.4% | -39.3% |
| All | +70.7% | -7.6% | +78.3% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 3y: compounded portfolio wealth divided by compounded ELV 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…
3y analysis · Full analysis span regression · 6 months rolling