-35.7%
NFLX vs NVT
+71.6%
-107.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +2.6% |
| 7D | -1.1% | +4.1% | -5.2% | -0.4% |
| 30D | +4.3% | -5.1% | +9.4% | +3.7% |
| 3M | -4.8% | -1.2% | -3.6% | -4.3% |
| 6M | -18.4% | +46.6% | -65.0% | -17.9% |
| YTD | -17.4% | +60.0% | -77.4% | -18.4% |
| 1Y | -35.7% | +70.8% | -106.5% | -37.6% |
| All | -35.7% | +71.6% | -107.3% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 1y: compounded portfolio wealth divided by compounded NVT 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…
1y analysis · Full analysis span regression · 6 months rolling