-2.7%
NFLX vs LII
+19.9%
-22.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.0% | -1.3% | -2.7% |
| 7D | +2.1% | -0.6% | +2.8% | +2.3% |
| 30D | -9.0% | -4.6% | -4.4% | -8.0% |
| 3M | -14.0% | -21.2% | +7.3% | -8.0% |
| 6M | -28.2% | -36.4% | +8.3% | -19.4% |
| YTD | -32.4% | -28.9% | -3.4% | -28.2% |
| 1Y | -42.2% | -29.5% | -12.7% | -38.7% |
| 3Y | +45.9% | -8.6% | +54.4% | +23.5% |
| All | -2.7% | +19.9% | -22.6% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 5y: compounded portfolio wealth divided by compounded LII 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…
5y analysis · Full analysis span regression · 6 months rolling