-8.5%
NFLX vs QID
-76.9%
+68.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.6% | -3.5% | +0.4% |
| 7D | -2.0% | -7.1% | +5.2% | -5.1% |
| 30D | -11.9% | +12.6% | -24.6% | -6.3% |
| 3M | -20.6% | +14.2% | -34.8% | -14.8% |
| 6M | -29.0% | +6.2% | -35.2% | -26.1% |
| YTD | -33.7% | -21.8% | -11.9% | -40.8% |
| 1Y | -46.2% | -23.1% | -23.0% | -52.3% |
| 3Y | +39.8% | -71.3% | +111.1% | -21.7% |
| All | -8.5% | -76.9% | +68.3% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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