-37.8%
NFLX vs ROIV
+177.7%
-215.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.5% | -6.9% | -5.4% |
| 7D | -4.2% | +0.6% | -4.9% | -4.2% |
| 30D | +5.5% | +1.0% | +4.5% | +5.3% |
| 3M | -4.1% | +18.3% | -22.3% | -4.9% |
| 6M | -20.7% | +18.3% | -39.0% | -21.6% |
| YTD | -16.5% | +61.0% | -77.5% | -19.6% |
| 1Y | -37.8% | +177.9% | -215.7% | -41.4% |
| All | -37.8% | +177.7% | -215.4% | -41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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