+26.7%
NFLX vs IAU
+139.7%
-113.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.6% |
| 7D | -5.0% | +0.7% | -5.7% | -5.1% |
| 30D | +3.5% | +0.3% | +3.2% | +3.4% |
| 3M | -7.1% | +0.7% | -7.8% | -7.4% |
| 6M | -22.5% | -15.5% | -7.0% | -20.2% |
| YTD | -18.1% | +1.0% | -19.1% | -19.7% |
| 1Y | -38.3% | +19.6% | -57.9% | -42.4% |
| 3Y | +73.4% | +125.4% | -52.1% | +32.0% |
| 5Y | +26.7% | +140.7% | -114.1% | -10.1% |
| All | +26.7% | +139.7% | -113.0% | -10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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