+41.4%
NFLX vs EXE
+18.1%
+23.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.4% | -1.5% |
| 7D | -0.3% | -2.2% | +2.0% | +0.1% |
| 30D | -10.0% | -0.3% | -9.7% | -10.1% |
| 3M | -17.1% | -9.3% | -7.8% | -15.6% |
| 6M | -27.7% | -7.2% | -20.5% | -26.9% |
| YTD | -32.5% | -18.9% | -13.6% | -29.9% |
| 1Y | -43.5% | -21.7% | -21.8% | -40.9% |
| 3Y | +41.4% | +21.0% | +20.5% | +31.6% |
| All | +41.4% | +18.1% | +23.3% | +31.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling