+50.8%
NFLX vs GD
+55.3%
-4.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.1% | -0.8% |
| 7D | +5.7% | -3.9% | +9.6% | +6.4% |
| 30D | -4.6% | +8.1% | -12.6% | -6.2% |
| 3M | -11.6% | -6.8% | -4.9% | -10.5% |
| 6M | -25.4% | +3.0% | -28.4% | -26.0% |
| YTD | -30.1% | +7.8% | -37.8% | -31.4% |
| 1Y | -40.3% | +5.8% | -46.1% | -41.2% |
| All | +50.8% | +55.3% | -4.5% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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