+73.4%
NFLX vs IT
-51.4%
+124.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -7.4% | +5.5% | -0.5% |
| 7D | -5.0% | -9.1% | +4.1% | -3.3% |
| 30D | +3.5% | -7.0% | +10.6% | +4.9% |
| 3M | -7.1% | +7.6% | -14.7% | -9.2% |
| 6M | -22.5% | +2.1% | -24.6% | -23.8% |
| YTD | -18.1% | -31.6% | +13.5% | -13.6% |
| 1Y | -38.3% | -29.9% | -8.4% | -35.4% |
| 3Y | +73.4% | -51.3% | +124.6% | +104.4% |
| All | +73.4% | -51.4% | +124.7% | +104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 3y: compounded portfolio wealth divided by compounded IT 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…
3y analysis · Full analysis span regression · 6 months rolling