+27.2%
NFLX vs HBM
+392.2%
-365.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.9% |
| 7D | -8.1% | +5.5% | -13.6% | -8.9% |
| 30D | -0.3% | +3.3% | -3.6% | -1.1% |
| 3M | -6.6% | +12.7% | -19.3% | -9.2% |
| 6M | -22.7% | +28.2% | -50.9% | -27.6% |
| YTD | -18.9% | +45.3% | -64.2% | -26.8% |
| 1Y | -39.8% | +121.7% | -161.5% | -50.6% |
| 3Y | +71.7% | +523.5% | -451.8% | +6.0% |
| 5Y | +27.2% | +393.9% | -366.7% | -16.8% |
| All | +27.2% | +392.2% | -365.0% | -16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling