+39.8%
NFLX vs ELV
-1.5%
+41.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.8% | -0.9% |
| 7D | -2.0% | +1.0% | -2.9% | -2.0% |
| 30D | -11.9% | +0.4% | -12.3% | -11.9% |
| 3M | -20.6% | +8.4% | -28.9% | -20.6% |
| 6M | -29.0% | +8.4% | -37.4% | -29.1% |
| YTD | -33.7% | +24.4% | -58.1% | -33.3% |
| 1Y | -46.2% | +33.5% | -79.6% | -45.8% |
| 3Y | +39.8% | -2.1% | +41.9% | +40.1% |
| All | +39.8% | -1.5% | +41.3% | +40.1% |
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