+14,112.5%
NFLX vs HBM
+613.3%
+13,499.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.4% | -5.2% |
| 7D | -4.2% | -6.4% | +2.1% | -3.4% |
| 30D | +5.5% | +5.9% | -0.4% | +4.4% |
| 3M | -4.1% | -8.9% | +4.8% | -3.8% |
| 6M | -20.7% | +10.7% | -31.4% | -23.2% |
| YTD | -16.5% | +38.3% | -54.8% | -22.2% |
| 1Y | -37.8% | +121.3% | -159.1% | -46.2% |
| 3Y | +77.9% | +450.6% | -372.7% | +31.0% |
| 5Y | +32.5% | +338.0% | -305.5% | -2.2% |
| 10Y | +703.6% | +578.6% | +124.9% | +402.8% |
| All | +14,112.5% | +613.3% | +13,499.2% | +7,533.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling