+24.4%
NFLX vs NU
+33.3%
-8.9%
-72.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.2% | +1.2% | -0.4% |
| 7D | -8.1% | -2.6% | -5.5% | -7.4% |
| 30D | -0.3% | +8.2% | -8.6% | -2.7% |
| 3M | -6.6% | +26.3% | -32.9% | -12.9% |
| 6M | -22.7% | +2.2% | -24.9% | -23.9% |
| YTD | -18.9% | -10.4% | -8.5% | -17.7% |
| 1Y | -39.8% | -3.0% | -36.8% | -40.5% |
| 3Y | +71.7% | +120.3% | -48.6% | +28.5% |
| All | +24.4% | +33.3% | -8.9% | -14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling