+52,899.3%
NFLX vs IVV
+957.9%
+51,941.4%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.3% | -3.6% | -3.6% |
| 7D | +2.1% | -2.7% | +4.8% | +4.9% |
| 30D | -9.0% | -5.4% | -3.7% | -4.1% |
| 3M | -14.0% | -4.1% | -9.9% | -10.5% |
| 6M | -28.2% | +0.7% | -28.9% | -29.3% |
| YTD | -32.4% | +8.7% | -41.1% | -38.7% |
| 1Y | -42.2% | +11.0% | -53.2% | -48.8% |
| 3Y | +45.9% | +75.4% | -29.6% | -19.7% |
| 5Y | -1.8% | +68.3% | -70.1% | -41.5% |
| 10Y | +419.6% | +315.5% | +104.1% | +26.4% |
| All | +52,899.3% | +957.9% | +51,941.4% | +3,093.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling