-37.8%
NFLX vs RGEN
+45.2%
-83.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.2% | -5.3% |
| 7D | -4.2% | -4.9% | +0.7% | -4.3% |
| 30D | +5.5% | +5.7% | -0.2% | +5.4% |
| 3M | -4.1% | +32.4% | -36.5% | -3.6% |
| 6M | -20.7% | +33.2% | -53.9% | -20.5% |
| YTD | -16.5% | +2.3% | -18.8% | -17.7% |
| 1Y | -37.8% | +39.0% | -76.8% | -36.9% |
| All | -37.8% | +45.2% | -83.0% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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