-2.7%
NFLX vs IP
-12.0%
+9.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.1% | -3.4% |
| 7D | +2.1% | -5.1% | +7.2% | +3.0% |
| 30D | -9.0% | +8.5% | -17.5% | -10.3% |
| 3M | -14.0% | -13.8% | -0.1% | -12.0% |
| 6M | -28.2% | +5.7% | -33.9% | -29.3% |
| YTD | -32.4% | -9.1% | -23.3% | -32.1% |
| 1Y | -42.2% | -0.8% | -41.4% | -43.2% |
| 3Y | +45.9% | +14.8% | +31.1% | +29.0% |
| All | -2.7% | -12.0% | +9.3% | -4.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling