-37.8%
NFLX vs ITOT
+20.8%
-58.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.0% | -5.3% |
| 7D | -4.2% | +0.1% | -4.3% | -4.3% |
| 30D | +5.5% | 0.0% | +5.4% | +5.5% |
| 3M | -4.1% | +2.0% | -6.0% | -4.4% |
| 6M | -20.7% | +13.0% | -33.7% | -24.0% |
| YTD | -16.5% | +14.0% | -30.5% | -20.3% |
| 1Y | -37.8% | +19.9% | -57.7% | -40.1% |
| All | -37.8% | +20.8% | -58.6% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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