+39.8%
NFLX vs NU
+54.6%
-14.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +11.7% | -12.6% | -3.4% |
| 7D | -2.0% | +9.9% | -11.9% | -4.1% |
| 30D | -11.9% | -11.5% | -0.5% | -10.0% |
| 3M | -20.6% | -5.1% | -15.5% | -20.7% |
| 6M | -29.0% | +3.1% | -32.1% | -30.9% |
| YTD | -33.7% | -21.0% | -12.7% | -31.5% |
| 1Y | -46.2% | -15.2% | -31.0% | -45.5% |
| 3Y | +39.8% | +56.4% | -16.7% | +15.2% |
| All | +39.8% | +54.6% | -14.8% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NU.
Daily Out/Under-Performance
Portfolio return minus NU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NU 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 3y: compounded portfolio wealth divided by compounded NU 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…
3y analysis · Full analysis span regression · 6 months rolling