+65,302.9%
NFLX vs RGEN
+6,550.8%
+58,752.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.2% | -4.2% | -5.2% |
| 7D | -4.2% | -4.9% | +0.7% | -3.6% |
| 30D | +5.5% | +5.7% | -0.2% | +4.5% |
| 3M | -4.1% | +32.4% | -36.5% | -8.4% |
| 6M | -20.7% | +33.2% | -53.9% | -24.8% |
| YTD | -16.5% | +2.3% | -18.8% | -17.8% |
| 1Y | -37.8% | +39.0% | -76.8% | -41.8% |
| 3Y | +77.9% | -4.6% | +82.5% | +70.0% |
| 5Y | +32.5% | -42.7% | +75.2% | +33.0% |
| 10Y | +703.6% | +433.6% | +270.0% | +490.1% |
| All | +65,302.9% | +6,550.8% | +58,752.1% | +29,012.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling