+31.3%
NFLX vs PBR
+552.2%
-520.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.7% | +1.9% |
| 7D | -1.1% | +5.4% | -6.5% | -1.7% |
| 30D | +4.3% | +22.9% | -18.6% | +1.8% |
| 3M | -4.8% | +19.6% | -24.4% | -6.9% |
| 6M | -18.4% | +16.5% | -34.9% | -20.1% |
| YTD | -17.4% | +86.7% | -104.1% | -23.9% |
| 1Y | -35.7% | +74.7% | -110.4% | -40.3% |
| 3Y | +73.8% | +102.6% | -28.8% | +56.0% |
| All | +31.3% | +552.2% | -520.8% | +6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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