-2.7%
NFLX vs PATH
-76.8%
+74.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.2% | -3.3% |
| 7D | +2.1% | -5.3% | +7.5% | +3.5% |
| 30D | -9.0% | -0.5% | -8.5% | -9.0% |
| 3M | -14.0% | -7.1% | -6.8% | -13.2% |
| 6M | -28.2% | +23.8% | -52.0% | -33.3% |
| YTD | -32.4% | -20.7% | -11.7% | -30.7% |
| 1Y | -42.2% | -8.1% | -34.1% | -43.9% |
| 3Y | +45.9% | -21.8% | +67.7% | +31.7% |
| All | -2.7% | -76.8% | +74.1% | +14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling