+22.8%
NFLX vs PL
+41.8%
-19.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.1% | +0.2% | -2.5% |
| 7D | -4.4% | +22.3% | -26.6% | -6.7% |
| 30D | -11.0% | -8.3% | -2.7% | -10.5% |
| 3M | -15.5% | -43.3% | +27.7% | -10.4% |
| 6M | -28.5% | -65.8% | +37.3% | -20.6% |
| YTD | -33.1% | -29.5% | -3.6% | -34.6% |
| 1Y | -45.8% | +11.7% | -57.6% | -51.1% |
| 3Y | +40.2% | +540.6% | -500.4% | -19.2% |
| 5Y | -8.2% | +32.9% | -41.0% | -34.5% |
| All | +22.8% | +41.8% | -19.0% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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