+27.2%
NFLX vs HIG
+117.6%
-90.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.6% | -1.2% |
| 7D | -8.1% | -0.5% | -7.6% | -7.9% |
| 30D | -0.3% | -2.8% | +2.5% | +0.7% |
| 3M | -6.6% | +6.3% | -13.0% | -8.7% |
| 6M | -22.7% | -0.1% | -22.6% | -22.9% |
| YTD | -18.9% | +0.4% | -19.3% | -19.4% |
| 1Y | -39.8% | +6.2% | -46.1% | -41.5% |
| 3Y | +71.7% | +101.6% | -29.9% | +24.2% |
| 5Y | +27.2% | +119.8% | -92.6% | -15.7% |
| All | +27.2% | +117.6% | -90.4% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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