+423.4%
NFLX vs IBB
+139.6%
+283.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | -1.1% |
| 7D | +2.6% | +2.7% | -0.1% | +0.6% |
| 30D | -9.0% | +6.3% | -15.4% | -13.2% |
| 3M | -13.7% | +11.1% | -24.8% | -20.6% |
| 6M | -26.9% | +29.2% | -56.1% | -40.0% |
| YTD | -31.8% | +30.2% | -62.0% | -44.9% |
| 1Y | -42.1% | +39.5% | -81.6% | -55.7% |
| 3Y | +47.0% | +92.3% | -45.4% | -16.1% |
| 5Y | -2.5% | +43.0% | -45.5% | -29.0% |
| 10Y | +423.4% | +137.1% | +286.3% | +158.0% |
| All | +423.4% | +139.6% | +283.7% | +158.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling