-35.7%
NFLX vs ITOT
+17.8%
-53.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.6% |
| 7D | -1.1% | -0.9% | -0.2% | -0.8% |
| 30D | +4.3% | -1.5% | +5.7% | +4.7% |
| 3M | -4.8% | +3.6% | -8.3% | -5.5% |
| 6M | -18.4% | +13.7% | -32.1% | -22.3% |
| YTD | -17.4% | +12.9% | -30.4% | -21.1% |
| 1Y | -35.7% | +17.2% | -52.9% | -39.1% |
| All | -35.7% | +17.8% | -53.5% | -39.1% |
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