+64,592.5%
NFLX vs NTRS
+541.4%
+64,051.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.8% | +1.4% |
| 7D | -1.1% | +1.4% | -2.5% | -1.6% |
| 30D | +4.3% | -0.7% | +5.0% | +4.5% |
| 3M | -4.8% | +11.3% | -16.1% | -9.0% |
| 6M | -18.4% | +35.5% | -54.0% | -28.4% |
| YTD | -17.4% | +40.6% | -58.0% | -29.0% |
| 1Y | -35.7% | +49.2% | -84.9% | -46.1% |
| 3Y | +73.8% | +167.2% | -93.4% | +11.8% |
| 5Y | +29.3% | +94.9% | -65.7% | -7.0% |
| 10Y | +702.1% | +259.5% | +442.6% | +306.2% |
| All | +64,592.5% | +541.4% | +64,051.1% | +11,091.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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