+76.6%
NFLX vs FE
+50.0%
+26.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.6% | -4.8% | -5.3% |
| 7D | -4.2% | +1.9% | -6.2% | -4.3% |
| 30D | +5.5% | -1.2% | +6.6% | +5.5% |
| 3M | -4.1% | +3.5% | -7.6% | -3.9% |
| 6M | -20.7% | -6.1% | -14.6% | -20.8% |
| YTD | -16.5% | +7.6% | -24.2% | -15.8% |
| 1Y | -37.8% | +11.9% | -49.7% | -37.0% |
| All | +76.6% | +50.0% | +26.6% | +84.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling