+409.0%
NFLX vs INTU
+247.3%
+161.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.8% | +0.5% | -1.3% |
| 7D | +2.1% | +0.1% | +2.0% | +2.1% |
| 30D | -9.0% | +15.4% | -24.5% | -15.7% |
| 3M | -14.0% | +6.6% | -20.5% | -17.2% |
| 6M | -28.2% | -11.3% | -16.9% | -26.5% |
| YTD | -32.4% | -47.7% | +15.3% | -9.1% |
| 1Y | -42.2% | -47.0% | +4.8% | -23.3% |
| 3Y | +45.9% | -29.9% | +75.8% | +55.7% |
| 5Y | -1.8% | -42.2% | +40.4% | +13.0% |
| All | +409.0% | +247.3% | +161.7% | +128.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 10y: compounded portfolio wealth divided by compounded INTU 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…
10y analysis · Full analysis span regression · 6 months rolling