-2.7%
NFLX vs IBB
+37.5%
-40.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.7% | -5.0% | -4.4% |
| 7D | +2.1% | -1.8% | +4.0% | +3.2% |
| 30D | -9.0% | +5.1% | -14.1% | -12.3% |
| 3M | -14.0% | +10.7% | -24.7% | -20.3% |
| 6M | -28.2% | +22.9% | -51.1% | -38.3% |
| YTD | -32.4% | +26.7% | -59.1% | -43.8% |
| 1Y | -42.2% | +35.1% | -77.3% | -54.5% |
| 3Y | +45.9% | +80.2% | -34.3% | -15.4% |
| All | -2.7% | +37.5% | -40.1% | -30.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling