+27.0%
NFLX vs PEG
+35.6%
-8.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.3% | +0.4% | -0.7% |
| 7D | -8.1% | -0.1% | -8.0% | -8.1% |
| 30D | -0.3% | -1.7% | +1.4% | 0.0% |
| 3M | -6.6% | -6.8% | +0.2% | -5.4% |
| 6M | -22.7% | -11.4% | -11.3% | -20.9% |
| YTD | -18.9% | -7.2% | -11.7% | -17.9% |
| 1Y | -39.8% | -6.1% | -33.7% | -39.3% |
| 3Y | +71.7% | +31.8% | +39.9% | +60.1% |
| All | +27.0% | +35.6% | -8.6% | +16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling