-39.8%
NFLX vs EXE
+4.5%
-44.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.6% | +0.6% | -0.8% |
| 7D | -8.1% | -2.7% | -5.4% | -7.8% |
| 30D | -0.3% | -0.4% | 0.0% | -0.3% |
| 3M | -6.6% | +9.5% | -16.1% | -7.7% |
| 6M | -22.7% | -9.3% | -13.3% | -21.6% |
| YTD | -18.9% | -10.9% | -8.0% | -17.6% |
| 1Y | -39.8% | +4.3% | -44.1% | -40.9% |
| All | -39.8% | +4.5% | -44.3% | -40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling