+409.0%
NFLX vs IP
+26.3%
+382.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.1% | -3.4% |
| 7D | +2.1% | -5.1% | +7.2% | +3.2% |
| 30D | -9.0% | +8.5% | -17.5% | -10.6% |
| 3M | -14.0% | -13.8% | -0.1% | -11.6% |
| 6M | -28.2% | +5.7% | -33.9% | -29.6% |
| YTD | -32.4% | -9.1% | -23.3% | -32.2% |
| 1Y | -42.2% | -0.8% | -41.4% | -43.4% |
| 3Y | +45.9% | +14.8% | +31.1% | +32.2% |
| 5Y | -1.8% | -11.5% | +9.7% | -5.6% |
| All | +409.0% | +26.3% | +382.7% | +400.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling