-8.5%
NFLX vs INTU
-43.4%
+34.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.1% |
| 7D | -2.0% | +0.1% | -2.0% | -2.0% |
| 30D | -11.9% | +10.1% | -22.0% | -16.0% |
| 3M | -20.6% | -4.2% | -16.4% | -19.3% |
| 6M | -29.0% | -7.2% | -21.8% | -29.0% |
| YTD | -33.7% | -47.7% | +14.0% | -10.9% |
| 1Y | -46.2% | -46.7% | +0.5% | -28.8% |
| 3Y | +39.8% | -34.1% | +73.8% | +52.2% |
| All | -8.5% | -43.4% | +34.9% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling