+52,774.0%
NFLX vs GEN
+909.1%
+51,864.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.3% |
| 7D | -0.3% | +1.0% | -1.3% | -0.5% |
| 30D | -10.0% | +29.1% | -39.1% | -17.2% |
| 3M | -17.1% | +2.9% | -20.0% | -18.6% |
| 6M | -27.7% | +33.6% | -61.3% | -34.7% |
| YTD | -32.5% | +12.0% | -44.6% | -36.2% |
| 1Y | -43.5% | +16.2% | -59.7% | -47.3% |
| 3Y | +41.4% | +65.1% | -23.6% | +15.7% |
| 5Y | -2.2% | +33.3% | -35.5% | -16.0% |
| 10Y | +448.1% | +149.7% | +298.4% | +257.4% |
| All | +52,774.0% | +909.1% | +51,864.9% | +16,443.9% |
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