+547.3%
NFLX vs RACE
+658.9%
-111.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.5% | -1.8% | -2.7% |
| 7D | +2.1% | +5.1% | -2.9% | +0.1% |
| 30D | -9.0% | +7.7% | -16.7% | -11.8% |
| 3M | -14.0% | +2.2% | -16.1% | -14.7% |
| 6M | -28.2% | +23.8% | -51.9% | -34.7% |
| YTD | -32.4% | +13.9% | -46.3% | -37.1% |
| 1Y | -42.2% | +3.8% | -46.0% | -44.1% |
| 3Y | +45.9% | +28.0% | +17.8% | +21.4% |
| 5Y | -1.8% | +64.9% | -66.7% | -29.0% |
| 10Y | +419.6% | +780.4% | -360.7% | +116.6% |
| All | +547.3% | +658.9% | -111.6% | +147.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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