+70.7%
NFLX vs NVT
+178.0%
-107.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.1% |
| 7D | -8.1% | +2.0% | -10.1% | -8.2% |
| 30D | +1.6% | -7.2% | +8.8% | +2.1% |
| 3M | -7.3% | -0.9% | -6.4% | -8.1% |
| 6M | -21.6% | +42.6% | -64.2% | -28.0% |
| YTD | -18.9% | +52.9% | -71.8% | -27.2% |
| 1Y | -39.1% | +64.5% | -103.5% | -46.6% |
| All | +70.7% | +178.0% | -107.3% | +26.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling