-42.2%
NFLX vs IVV
+9.9%
-52.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.6% | -3.4% |
| 7D | +2.1% | -2.7% | +4.8% | +2.8% |
| 30D | -9.0% | -5.4% | -3.7% | -7.9% |
| 3M | -14.0% | -4.1% | -9.9% | -13.2% |
| 6M | -28.2% | +0.7% | -28.9% | -28.2% |
| YTD | -32.4% | +8.7% | -41.1% | -34.5% |
| 1Y | -42.2% | +11.0% | -53.2% | -44.5% |
| All | -42.2% | +9.9% | -52.1% | -44.5% |
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