+47,780.1%
NFLX vs IAU
+875.8%
+46,904.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.8% | -4.5% | -5.3% |
| 7D | -4.2% | -0.5% | -3.7% | -4.2% |
| 30D | +5.5% | +4.4% | +1.0% | +5.2% |
| 3M | -4.1% | -1.1% | -3.0% | -4.1% |
| 6M | -20.7% | -13.7% | -7.0% | -20.2% |
| YTD | -16.5% | +2.7% | -19.3% | -16.8% |
| 1Y | -37.8% | +24.6% | -62.4% | -38.6% |
| 3Y | +77.9% | +126.8% | -49.0% | +71.2% |
| 5Y | +32.5% | +139.5% | -107.0% | +27.1% |
| 10Y | +703.6% | +226.3% | +477.3% | +679.1% |
| All | +47,780.1% | +875.8% | +46,904.3% | +45,842.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling