+73.9%
NFLX vs OPEN
-70.7%
+144.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.6% | -6.0% | -5.4% |
| 7D | -4.2% | -4.3% | 0.0% | -3.8% |
| 30D | +5.5% | -16.2% | +21.7% | +7.2% |
| 3M | -4.1% | -36.4% | +32.3% | -0.3% |
| 6M | -20.7% | -35.5% | +14.8% | -18.1% |
| YTD | -16.5% | -46.0% | +29.4% | -12.9% |
| 1Y | -37.8% | -47.1% | +9.4% | -38.0% |
| 3Y | +77.9% | -19.0% | +96.9% | +45.3% |
| 5Y | +32.5% | -83.6% | +116.1% | +19.9% |
| All | +73.9% | -70.7% | +144.6% | +37.1% |
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