+687.9%
NFLX vs GEN
+150.6%
+537.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -8.1% | -2.9% | -5.2% | -7.3% |
| 30D | -0.3% | +2.1% | -2.4% | -1.0% |
| 3M | -6.6% | +19.7% | -26.3% | -11.4% |
| 6M | -22.7% | +33.3% | -55.9% | -29.5% |
| YTD | -18.9% | +11.1% | -30.0% | -22.1% |
| 1Y | -39.8% | +3.0% | -42.8% | -41.0% |
| 3Y | +71.7% | +57.9% | +13.8% | +44.8% |
| 5Y | +27.2% | +20.6% | +6.6% | +14.4% |
| 10Y | +687.9% | +153.2% | +534.6% | +429.6% |
| All | +687.9% | +150.6% | +537.3% | +429.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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