+5,153.7%
NFLX vs PSX
+1,139.4%
+4,014.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.4% |
| 7D | -4.2% | +4.5% | -8.8% | -5.0% |
| 30D | +5.5% | +26.6% | -21.1% | +0.9% |
| 3M | -4.1% | +39.3% | -43.3% | -10.0% |
| 6M | -20.7% | +56.8% | -77.5% | -27.5% |
| YTD | -16.5% | +101.8% | -118.4% | -27.5% |
| 1Y | -37.8% | +99.6% | -137.4% | -46.0% |
| 3Y | +77.9% | +140.3% | -62.5% | +45.7% |
| 5Y | +32.5% | +339.3% | -306.8% | -6.0% |
| 10Y | +703.6% | +369.9% | +333.7% | +419.0% |
| All | +5,153.7% | +1,139.4% | +4,014.3% | +2,495.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling