+27.2%
NFLX vs IGV
+21.2%
+6.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.8% | -0.2% | -0.3% |
| 7D | -8.1% | -1.5% | -6.6% | -7.0% |
| 30D | -0.3% | -3.0% | +2.7% | +1.3% |
| 3M | -6.6% | +9.6% | -16.2% | -14.1% |
| 6M | -22.7% | +16.1% | -38.8% | -34.0% |
| YTD | -18.9% | -3.6% | -15.3% | -18.8% |
| 1Y | -39.8% | -7.8% | -32.0% | -37.7% |
| 3Y | +71.7% | +40.0% | +31.7% | +13.0% |
| 5Y | +27.2% | +21.2% | +6.0% | -7.0% |
| All | +27.2% | +21.2% | +6.1% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling