+22.1%
NFLX vs PATH
-79.7%
+101.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.2% |
| 7D | -2.0% | +2.1% | -4.1% | -2.5% |
| 30D | -11.9% | +1.6% | -13.5% | -12.4% |
| 3M | -20.6% | -20.4% | -0.1% | -16.9% |
| 6M | -29.0% | +40.1% | -69.1% | -35.5% |
| YTD | -33.7% | -19.0% | -14.7% | -32.5% |
| 1Y | -46.2% | -5.8% | -40.3% | -47.9% |
| 3Y | +39.8% | -22.9% | +62.7% | +28.9% |
| 5Y | -9.0% | -75.3% | +66.3% | -5.6% |
| All | +22.1% | -79.7% | +101.9% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 10y: compounded portfolio wealth divided by compounded PATH 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…
10y analysis · Full analysis span regression · 6 months rolling