+695.5%
NFLX vs PH
+801.7%
-106.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.7% |
| 7D | -5.0% | +0.4% | -5.4% | -5.1% |
| 30D | +3.5% | -10.8% | +14.4% | +7.2% |
| 3M | -7.1% | +8.5% | -15.6% | -10.1% |
| 6M | -22.5% | +3.9% | -26.4% | -24.4% |
| YTD | -18.1% | +9.4% | -27.5% | -21.8% |
| 1Y | -38.3% | +26.8% | -65.1% | -44.2% |
| 3Y | +73.4% | +140.8% | -67.4% | +23.2% |
| 5Y | +26.7% | +253.8% | -227.1% | -21.7% |
| All | +695.5% | +801.7% | -106.2% | +286.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling