+73.4%
NFLX vs HBM
+522.1%
-448.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.8% | -7.6% | -2.4% |
| 7D | -5.0% | +7.4% | -12.4% | -5.6% |
| 30D | +3.5% | +5.1% | -1.5% | +3.0% |
| 3M | -7.1% | +11.1% | -18.2% | -8.3% |
| 6M | -22.5% | +30.2% | -52.7% | -25.5% |
| YTD | -18.1% | +46.2% | -64.3% | -23.1% |
| 1Y | -38.3% | +120.0% | -158.4% | -45.7% |
| 3Y | +73.4% | +527.4% | -454.0% | +33.5% |
| All | +73.4% | +522.1% | -448.7% | +33.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling