+667.4%
NFLX vs HBM
+622.7%
+44.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.5% | +7.5% | +1.1% |
| 7D | -8.1% | -3.7% | -4.3% | -7.6% |
| 30D | +1.6% | -3.7% | +5.3% | +1.9% |
| 3M | -7.3% | +8.0% | -15.3% | -9.2% |
| 6M | -21.6% | +15.8% | -37.4% | -24.9% |
| YTD | -18.9% | +34.4% | -53.3% | -24.8% |
| 1Y | -39.1% | +98.2% | -137.2% | -47.3% |
| 3Y | +71.7% | +476.6% | -404.9% | +20.5% |
| 5Y | +27.0% | +331.1% | -304.1% | -9.7% |
| All | +667.4% | +622.7% | +44.7% | +295.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 10y: compounded portfolio wealth divided by compounded HBM 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…
10y analysis · Full analysis span regression · 6 months rolling