+40.6%
NFLX vs OPEN
-87.8%
+128.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -7.1% | +6.0% | -0.4% |
| 7D | -0.3% | -24.7% | +24.5% | +2.3% |
| 30D | -10.0% | -41.0% | +31.0% | -5.6% |
| 3M | -17.1% | -62.4% | +45.3% | -9.1% |
| 6M | -27.7% | -73.9% | +46.2% | -18.4% |
| YTD | -32.5% | -77.5% | +45.0% | -23.6% |
| 1Y | -43.5% | -83.6% | +40.0% | -34.3% |
| 3Y | +41.4% | -37.0% | +78.5% | +13.6% |
| 5Y | -2.2% | -93.3% | +91.1% | -3.2% |
| All | +40.6% | -87.8% | +128.4% | +20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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