+4,232.4%
NFLX vs INDA
+115.1%
+4,117.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | 0.0% | -5.3% | -5.3% |
| 7D | -4.2% | +0.7% | -5.0% | -4.6% |
| 30D | +5.5% | -0.8% | +6.3% | +5.9% |
| 3M | -4.1% | +3.9% | -8.0% | -5.9% |
| 6M | -20.7% | -0.7% | -20.0% | -20.8% |
| YTD | -16.5% | -7.7% | -8.9% | -13.7% |
| 1Y | -37.8% | -5.1% | -32.7% | -36.6% |
| 3Y | +77.9% | +13.6% | +64.3% | +65.4% |
| 5Y | +32.5% | +7.8% | +24.7% | +26.8% |
| 10Y | +703.6% | +84.6% | +618.9% | +497.3% |
| All | +4,232.4% | +115.1% | +4,117.3% | +3,041.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling