+33,169.8%
NFLX vs IAG
+299.6%
+32,870.2%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.1% | +2.3% | -2.4% |
| 7D | -4.4% | -2.1% | -2.3% | -4.3% |
| 30D | -11.0% | -6.2% | -4.8% | -10.7% |
| 3M | -15.5% | -5.1% | -10.4% | -15.5% |
| 6M | -28.5% | -10.0% | -18.5% | -28.4% |
| YTD | -33.1% | +3.9% | -37.1% | -34.4% |
| 1Y | -45.8% | +18.9% | -64.7% | -47.5% |
| 3Y | +40.2% | +651.8% | -611.6% | +14.2% |
| 5Y | -8.2% | +416.3% | -424.4% | -25.1% |
| 10Y | +446.2% | +377.4% | +68.7% | +325.7% |
| All | +33,169.8% | +299.6% | +32,870.2% | +16,094.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling