+73.4%
NFLX vs IGV
+40.9%
+32.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | -0.1% | -1.0% |
| 7D | -5.0% | -3.3% | -1.7% | -3.5% |
| 30D | +3.5% | 0.0% | +3.6% | +3.2% |
| 3M | -7.1% | +7.3% | -14.5% | -10.9% |
| 6M | -22.5% | +16.7% | -39.2% | -29.7% |
| YTD | -18.1% | -2.8% | -15.3% | -16.9% |
| 1Y | -38.3% | -6.7% | -31.7% | -36.0% |
| 3Y | +73.4% | +41.1% | +32.2% | +37.0% |
| All | +73.4% | +40.9% | +32.5% | +37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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