-39.3%
NFLX vs IP
+2.3%
-41.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.5% | +3.2% | +4.6% |
| 7D | +7.1% | +3.4% | +3.7% | +6.9% |
| 30D | -1.6% | +11.2% | -12.9% | -2.0% |
| 3M | -9.8% | -14.8% | +5.0% | -9.7% |
| 6M | -27.1% | +17.3% | -44.3% | -26.5% |
| YTD | -29.2% | -6.2% | -23.0% | -27.8% |
| 1Y | -39.3% | +2.3% | -41.6% | -36.9% |
| All | -39.3% | +2.3% | -41.5% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 1y: compounded portfolio wealth divided by compounded IP 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…
1y analysis · Full analysis span regression · 6 months rolling