+423.4%
NFLX vs INTU
+251.7%
+171.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.8% | +1.3% |
| 7D | +2.6% | -3.9% | +6.5% | +4.7% |
| 30D | -9.0% | +11.7% | -20.8% | -14.3% |
| 3M | -13.7% | +4.5% | -18.2% | -16.2% |
| 6M | -26.9% | -13.9% | -13.0% | -24.0% |
| YTD | -31.8% | -48.2% | +16.4% | -7.9% |
| 1Y | -42.1% | -47.1% | +5.1% | -23.0% |
| 3Y | +47.0% | -32.5% | +79.5% | +60.5% |
| 5Y | -2.5% | -42.6% | +40.0% | +12.5% |
| 10Y | +423.4% | +235.3% | +188.1% | +133.9% |
| All | +423.4% | +251.7% | +171.7% | +133.9% |
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