-37.8%
NFLX vs HST
+38.1%
-75.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.3% | -5.6% | -5.3% |
| 7D | -4.2% | -1.0% | -3.2% | -4.3% |
| 30D | +5.5% | -12.3% | +17.7% | +4.4% |
| 3M | -4.1% | -6.4% | +2.3% | -4.3% |
| 6M | -20.7% | +15.0% | -35.7% | -19.7% |
| YTD | -16.5% | +30.5% | -47.1% | -14.2% |
| 1Y | -37.8% | +35.7% | -73.4% | -37.7% |
| All | -37.8% | +38.1% | -75.9% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 1y: compounded portfolio wealth divided by compounded HST 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…
1y analysis · Full analysis span regression · 6 months rolling