-39.3%
NFLX vs PFG
+46.8%
-86.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PFG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.1% | +0.6% | +4.3% |
| 7D | +7.1% | +4.9% | +2.2% | +6.6% |
| 30D | -1.6% | +5.7% | -7.3% | -2.2% |
| 3M | -9.8% | +2.6% | -12.3% | -10.1% |
| 6M | -27.1% | +19.8% | -46.9% | -26.9% |
| YTD | -29.2% | +36.3% | -65.5% | -27.7% |
| 1Y | -39.3% | +47.9% | -87.1% | -37.6% |
| All | -39.3% | +46.8% | -86.1% | -37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PFG.
Daily Out/Under-Performance
Portfolio return minus PFG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PFG 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 1y: compounded portfolio wealth divided by compounded PFG 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…
1y analysis · Full analysis span regression · 6 months rolling