-3.8%
NFLX vs PSA
+27.6%
-31.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.9% |
| 7D | -0.3% | +0.8% | -1.0% | -0.4% |
| 30D | -10.0% | +15.9% | -25.9% | -12.5% |
| 3M | -17.1% | +4.2% | -21.3% | -17.8% |
| 6M | -27.7% | +10.1% | -37.8% | -29.0% |
| YTD | -32.5% | +33.3% | -65.9% | -36.1% |
| 1Y | -43.5% | +28.2% | -71.8% | -46.2% |
| 3Y | +41.4% | +54.9% | -13.4% | +23.5% |
| All | -3.8% | +27.6% | -31.4% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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