+73.4%
NFLX vs IBN
+29.3%
+44.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.6% | -1.5% |
| 7D | -5.0% | -2.2% | -2.8% | -4.6% |
| 30D | +3.5% | -2.3% | +5.8% | +3.9% |
| 3M | -7.1% | +15.9% | -23.0% | -9.3% |
| 6M | -22.5% | +5.6% | -28.1% | -23.2% |
| YTD | -18.1% | -0.1% | -18.0% | -18.2% |
| 1Y | -38.3% | -6.5% | -31.8% | -37.7% |
| 3Y | +73.4% | +29.3% | +44.1% | +69.3% |
| All | +73.4% | +29.3% | +44.1% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling