+102.4%
NFLX vs NVT
+488.5%
-386.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.7% |
| 7D | -2.0% | +8.0% | -10.0% | -3.3% |
| 30D | -11.9% | -24.8% | +12.8% | -8.3% |
| 3M | -20.6% | -32.4% | +11.9% | -16.2% |
| 6M | -29.0% | -33.5% | +4.5% | -25.7% |
| YTD | -33.7% | +13.2% | -46.9% | -40.2% |
| 1Y | -46.2% | +9.0% | -55.1% | -51.1% |
| 3Y | +39.8% | +129.4% | -89.6% | -0.8% |
| 5Y | -9.0% | +230.1% | -239.0% | -42.6% |
| All | +102.4% | +488.5% | -386.0% | +9.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling