-38.3%
NFLX vs IVV
+19.4%
-57.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.7% |
| 7D | -5.0% | +0.5% | -5.5% | -5.1% |
| 30D | +3.5% | -1.0% | +4.5% | +3.8% |
| 3M | -7.1% | +3.9% | -11.0% | -7.8% |
| 6M | -22.5% | +14.5% | -37.0% | -26.3% |
| YTD | -18.1% | +12.9% | -31.0% | -21.7% |
| 1Y | -38.3% | +19.4% | -57.7% | -40.7% |
| All | -38.3% | +19.4% | -57.7% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 IVV 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