-39.8%
NFLX vs GEN
+0.6%
-40.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.9% |
| 7D | -8.1% | -2.9% | -5.2% | -7.4% |
| 30D | -0.3% | +2.1% | -2.4% | -0.8% |
| 3M | -6.6% | +19.7% | -26.3% | -10.1% |
| 6M | -22.7% | +33.3% | -55.9% | -25.6% |
| YTD | -18.9% | +11.1% | -30.0% | -21.1% |
| 1Y | -39.8% | +3.0% | -42.8% | -43.5% |
| All | -39.8% | +0.6% | -40.4% | -43.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling