-39.1%
NFLX vs PSX
+101.7%
-140.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.8% | 0.0% |
| 7D | -8.1% | +1.5% | -9.6% | -8.0% |
| 30D | +1.6% | +15.8% | -14.2% | +1.9% |
| 3M | -7.3% | +43.0% | -50.3% | -6.9% |
| 6M | -21.6% | +61.1% | -82.7% | -20.9% |
| YTD | -18.9% | +104.5% | -123.5% | -15.8% |
| 1Y | -39.1% | +102.5% | -141.6% | -36.2% |
| All | -39.1% | +101.7% | -140.8% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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