-8.5%
NFLX vs HAS
+48.2%
-56.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.7% |
| 7D | -2.0% | +1.4% | -3.4% | -2.3% |
| 30D | -11.9% | +26.3% | -38.2% | -17.4% |
| 3M | -20.6% | +25.6% | -46.2% | -25.4% |
| 6M | -29.0% | +30.3% | -59.3% | -34.3% |
| YTD | -33.7% | +50.4% | -84.1% | -41.6% |
| 1Y | -46.2% | +57.7% | -103.9% | -53.3% |
| 3Y | +39.8% | +213.4% | -173.6% | -11.7% |
| All | -8.5% | +48.2% | -56.8% | -7.7% |
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