+41.0%
NFLX vs PEG
+34.2%
+6.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.0% |
| 7D | -4.4% | +2.3% | -6.7% | -4.7% |
| 30D | -11.0% | +6.1% | -17.2% | -11.8% |
| 3M | -15.5% | -0.5% | -15.0% | -15.5% |
| 6M | -28.5% | -3.2% | -25.3% | -28.2% |
| YTD | -33.1% | -4.4% | -28.7% | -32.8% |
| 1Y | -45.8% | -7.4% | -38.5% | -45.3% |
| All | +41.0% | +34.2% | +6.8% | +47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 3y: compounded portfolio wealth divided by compounded PEG 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…
3y analysis · Full analysis span regression · 6 months rolling