-2.7%
NFLX vs HAS
+50.4%
-53.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.1% |
| 7D | +2.1% | -0.2% | +2.3% | +2.2% |
| 30D | -9.0% | +31.0% | -40.1% | -15.6% |
| 3M | -14.0% | +30.7% | -44.6% | -20.1% |
| 6M | -28.2% | +23.9% | -52.1% | -32.6% |
| YTD | -32.4% | +48.3% | -80.7% | -40.2% |
| 1Y | -42.2% | +60.2% | -102.4% | -50.1% |
| 3Y | +45.9% | +189.2% | -143.4% | -4.6% |
| All | -2.7% | +50.4% | -53.1% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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