+27.0%
NFLX vs HL
+246.5%
-219.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.9% | -2.9% | -1.2% |
| 7D | -8.1% | +0.4% | -8.5% | -8.1% |
| 30D | -0.3% | +18.8% | -19.2% | -3.1% |
| 3M | -6.6% | +43.7% | -50.3% | -12.0% |
| 6M | -22.7% | -1.0% | -21.6% | -23.7% |
| YTD | -18.9% | +8.7% | -27.6% | -22.5% |
| 1Y | -39.8% | +105.0% | -144.8% | -49.3% |
| 3Y | +71.7% | +427.3% | -355.6% | +12.1% |
| All | +27.0% | +246.5% | -219.5% | -17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 HL 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