-8.5%
NFLX vs PCG
+10.2%
-18.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.2% | -3.0% | -1.3% |
| 7D | -2.0% | +2.2% | -4.1% | -2.4% |
| 30D | -11.9% | +0.8% | -12.7% | -12.1% |
| 3M | -20.6% | -23.8% | +3.2% | -16.4% |
| 6M | -29.0% | -19.6% | -9.4% | -26.5% |
| YTD | -33.7% | -16.7% | -17.0% | -32.2% |
| 1Y | -46.2% | -19.4% | -26.8% | -44.5% |
| 3Y | +39.8% | -18.3% | +58.1% | +40.2% |
| All | -8.5% | +10.2% | -18.7% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 PCG 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