+29.0%
NFLX vs LII
+25.3%
+3.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.2% | -6.5% | -5.7% |
| 7D | -4.2% | -0.7% | -3.5% | -4.1% |
| 30D | +5.5% | -12.6% | +18.1% | +9.6% |
| 3M | -4.1% | -24.4% | +20.4% | +2.4% |
| 6M | -20.7% | -28.7% | +8.0% | -14.3% |
| YTD | -16.5% | -19.1% | +2.6% | -14.5% |
| 1Y | -37.8% | -29.7% | -8.1% | -32.8% |
| 3Y | +77.9% | +4.8% | +73.1% | +45.1% |
| All | +29.0% | +25.3% | +3.7% | -16.2% |
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