+689.2%
NFLX vs FE
+114.5%
+574.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.8% | -5.2% |
| 7D | -4.2% | +1.9% | -6.2% | -4.6% |
| 30D | +5.5% | -1.2% | +6.6% | +5.7% |
| 3M | -4.1% | +3.5% | -7.6% | -4.8% |
| 6M | -20.7% | -6.1% | -14.6% | -19.7% |
| YTD | -16.5% | +7.6% | -24.2% | -17.9% |
| 1Y | -37.8% | +11.9% | -49.7% | -39.3% |
| 3Y | +77.9% | +48.4% | +29.5% | +60.9% |
| 5Y | +32.5% | +44.8% | -12.3% | +19.3% |
| All | +689.2% | +114.5% | +574.7% | +551.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling