-42.9%
NFLX vs IVV
+12.4%
-55.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.4% | -1.5% | +0.3% |
| 7D | +2.6% | +0.1% | +2.5% | +2.6% |
| 30D | -9.0% | -3.3% | -5.7% | -8.4% |
| 3M | -13.7% | -2.4% | -11.4% | -13.4% |
| 6M | -26.9% | +2.6% | -29.5% | -27.2% |
| YTD | -31.8% | +11.3% | -43.1% | -34.2% |
| All | -42.9% | +12.4% | -55.3% | -45.0% |
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