+65,302.9%
NFLX vs GEN
+930.6%
+64,372.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -2.2% | -3.2% | -4.7% |
| 7D | -4.2% | -1.2% | -3.1% | -3.9% |
| 30D | +5.5% | +10.1% | -4.7% | +2.3% |
| 3M | -4.1% | +16.1% | -20.1% | -8.5% |
| 6M | -20.7% | +38.9% | -59.5% | -29.1% |
| YTD | -16.5% | +14.4% | -31.0% | -20.9% |
| 1Y | -37.8% | +5.9% | -43.6% | -39.7% |
| 3Y | +77.9% | +58.8% | +19.1% | +48.2% |
| 5Y | +32.5% | +24.7% | +7.8% | +17.1% |
| 10Y | +703.6% | +163.1% | +540.5% | +419.1% |
| All | +65,302.9% | +930.6% | +64,372.3% | +20,412.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling