+448.2%
NFLX vs GEN
+152.9%
+295.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.4% | -3.3% | -1.5% |
| 7D | -2.0% | +2.0% | -4.0% | -2.6% |
| 30D | -11.9% | +27.7% | -39.7% | -18.2% |
| 3M | -20.6% | +3.3% | -23.8% | -21.9% |
| 6M | -29.0% | +31.8% | -60.8% | -35.1% |
| YTD | -33.7% | +13.5% | -47.2% | -37.1% |
| 1Y | -46.2% | +16.0% | -62.2% | -49.4% |
| 3Y | +39.8% | +70.6% | -30.8% | +14.5% |
| 5Y | -9.0% | +32.1% | -41.1% | -20.8% |
| All | +448.2% | +152.9% | +295.3% | +259.5% |
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