+667.4%
NFLX vs RGEN
+414.1%
+253.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -8.1% | -2.9% | -5.1% | -7.4% |
| 30D | +1.6% | -0.1% | +1.7% | +1.5% |
| 3M | -7.3% | +25.9% | -33.2% | -12.8% |
| 6M | -21.6% | +35.2% | -56.8% | -28.2% |
| YTD | -18.9% | +0.5% | -19.4% | -20.5% |
| 1Y | -39.1% | +37.0% | -76.1% | -45.4% |
| 3Y | +71.7% | +2.0% | +69.6% | +55.3% |
| 5Y | +27.0% | -44.2% | +71.1% | +29.2% |
| All | +667.4% | +414.1% | +253.2% | +296.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling