+27.0%
NFLX vs FISV
-57.9%
+84.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.4% | +0.2% |
| 7D | -8.1% | -6.4% | -1.7% | -6.4% |
| 30D | -0.3% | -6.8% | +6.5% | +1.6% |
| 3M | -6.6% | -10.0% | +3.3% | -4.3% |
| 6M | -22.7% | -20.6% | -2.0% | -18.3% |
| YTD | -18.9% | -27.6% | +8.7% | -12.3% |
| 1Y | -39.8% | -64.3% | +24.5% | -23.3% |
| 3Y | +71.7% | -60.0% | +131.7% | +73.7% |
| All | +27.0% | -57.9% | +84.9% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 5y: compounded portfolio wealth divided by compounded FISV 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…
5y analysis · Full analysis span regression · 6 months rolling