+27.2%
NFLX vs IAG
+804.8%
-777.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.2% |
| 7D | -8.1% | +1.7% | -9.8% | -8.3% |
| 30D | -0.3% | +11.4% | -11.8% | -1.9% |
| 3M | -6.6% | +33.0% | -39.6% | -10.6% |
| 6M | -22.7% | -6.0% | -16.7% | -23.0% |
| YTD | -18.9% | +24.6% | -43.5% | -23.1% |
| 1Y | -39.8% | +105.0% | -144.8% | -47.5% |
| 3Y | +71.7% | +837.9% | -766.2% | +14.7% |
| 5Y | +27.2% | +817.0% | -789.7% | -13.8% |
| All | +27.2% | +804.8% | -777.6% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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