+26.7%
NFLX vs GEN
+22.3%
+4.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.7% | +0.8% | -1.1% |
| 7D | -5.0% | -0.7% | -4.3% | -4.8% |
| 30D | +3.5% | +2.6% | +0.9% | +2.7% |
| 3M | -7.1% | +15.8% | -22.9% | -11.1% |
| 6M | -22.5% | +33.1% | -55.6% | -29.2% |
| YTD | -18.1% | +11.3% | -29.4% | -21.1% |
| 1Y | -38.3% | +1.7% | -40.0% | -39.0% |
| 3Y | +73.4% | +58.1% | +15.2% | +44.8% |
| 5Y | +26.7% | +20.6% | +6.0% | +13.2% |
| All | +26.7% | +22.3% | +4.3% | +13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling