+65,302.9%
NFLX vs HIG
+257.4%
+65,045.5%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.2% | -5.2% |
| 7D | -4.2% | +0.3% | -4.6% | -4.3% |
| 30D | +5.5% | -3.2% | +8.7% | +6.0% |
| 3M | -4.1% | +9.1% | -13.2% | -5.3% |
| 6M | -20.7% | -1.8% | -18.9% | -20.6% |
| YTD | -16.5% | +1.8% | -18.3% | -16.9% |
| 1Y | -37.8% | +4.6% | -42.3% | -38.3% |
| 3Y | +77.9% | +101.6% | -23.7% | +59.7% |
| 5Y | +32.5% | +124.5% | -92.0% | +16.9% |
| 10Y | +703.6% | +317.8% | +385.7% | +527.8% |
| All | +65,302.9% | +257.4% | +65,045.5% | +29,434.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling