+47.0%
NFLX vs PPL
+53.7%
-6.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +0.9% |
| 7D | +2.6% | -1.2% | +3.8% | +2.8% |
| 30D | -9.0% | +4.2% | -13.3% | -9.6% |
| 3M | -13.7% | +1.5% | -15.3% | -14.0% |
| 6M | -26.9% | +1.0% | -28.0% | -27.1% |
| YTD | -31.8% | +4.4% | -36.2% | -31.8% |
| 1Y | -42.1% | +0.8% | -42.8% | -42.0% |
| 3Y | +47.0% | +56.5% | -9.5% | +52.9% |
| All | +47.0% | +53.7% | -6.8% | +52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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