+27.2%
NFLX vs INDA
+5.9%
+21.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | -0.1% | -0.3% |
| 7D | -8.1% | -2.6% | -5.5% | -6.3% |
| 30D | -0.3% | -2.9% | +2.6% | +1.9% |
| 3M | -6.6% | +2.4% | -9.0% | -8.4% |
| 6M | -22.7% | -2.6% | -20.0% | -21.7% |
| YTD | -18.9% | -10.0% | -9.0% | -12.6% |
| 1Y | -39.8% | -7.7% | -32.1% | -36.8% |
| 3Y | +71.7% | +8.9% | +62.8% | +49.4% |
| 5Y | +27.2% | +6.0% | +21.3% | +12.6% |
| All | +27.2% | +5.9% | +21.3% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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