+73.8%
NFLX vs IEFA
+65.7%
+8.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.3% |
| 7D | -1.1% | -1.6% | +0.5% | -0.3% |
| 30D | +4.3% | -1.5% | +5.8% | +5.1% |
| 3M | -4.8% | +3.4% | -8.2% | -6.6% |
| 6M | -18.4% | +9.5% | -27.9% | -23.0% |
| YTD | -17.4% | +13.0% | -30.5% | -24.1% |
| 1Y | -35.7% | +18.0% | -53.7% | -42.9% |
| 3Y | +73.8% | +65.4% | +8.4% | +20.2% |
| All | +73.8% | +65.7% | +8.1% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 IEFA 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