-8.2%
NFLX vs HIG
+107.2%
-115.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | -4.4% | -0.1% | -4.2% | -4.3% |
| 30D | -11.0% | +4.4% | -15.4% | -12.4% |
| 3M | -15.5% | 0.0% | -15.6% | -15.5% |
| 6M | -28.5% | +3.8% | -32.3% | -29.5% |
| YTD | -33.1% | +0.7% | -33.8% | -33.6% |
| 1Y | -45.8% | +5.0% | -50.9% | -47.1% |
| 3Y | +40.2% | +95.3% | -55.2% | +3.2% |
| 5Y | -8.2% | +110.8% | -118.9% | -37.2% |
| All | -8.2% | +107.2% | -115.3% | -37.2% |
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