+73.4%
NFLX vs RGEN
-0.1%
+73.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.6% | -2.4% | -1.9% |
| 7D | -5.0% | -0.9% | -4.1% | -4.9% |
| 30D | +3.5% | +2.8% | +0.7% | +3.2% |
| 3M | -7.1% | +34.5% | -41.6% | -9.6% |
| 6M | -22.5% | +40.5% | -62.9% | -25.1% |
| YTD | -18.1% | +2.8% | -21.0% | -18.6% |
| 1Y | -38.3% | +39.6% | -78.0% | -41.0% |
| 3Y | +73.4% | +4.4% | +69.0% | +70.2% |
| All | +73.4% | -0.1% | +73.4% | +70.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling