+685.2%
NFLX vs INTU
+223.2%
+462.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.4% | -2.0% | -3.6% |
| 7D | -4.2% | -7.1% | +2.8% | -0.6% |
| 30D | +5.5% | +1.5% | +4.0% | +4.4% |
| 3M | -4.1% | +10.7% | -14.7% | -9.7% |
| 6M | -20.7% | -23.8% | +3.2% | -13.0% |
| YTD | -16.5% | -49.3% | +32.8% | +14.4% |
| 1Y | -37.8% | -49.7% | +11.9% | -14.9% |
| 3Y | +77.9% | -38.0% | +115.9% | +104.5% |
| 5Y | +32.5% | -38.7% | +71.2% | +47.6% |
| All | +685.2% | +223.2% | +462.0% | +237.1% |
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