+49.7%
NFLX vs ROIV
+295.0%
-245.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +18.8% | -20.6% | -4.3% |
| 7D | -5.0% | +20.2% | -25.2% | -7.5% |
| 30D | +3.5% | +14.1% | -10.6% | +1.4% |
| 3M | -7.1% | +45.6% | -52.7% | -12.2% |
| 6M | -22.5% | +44.1% | -66.6% | -26.9% |
| YTD | -18.1% | +91.2% | -109.3% | -26.1% |
| 1Y | -38.3% | +221.3% | -259.6% | -48.6% |
| 3Y | +73.4% | +229.2% | -155.8% | +41.2% |
| 5Y | +26.7% | +316.5% | -289.8% | -15.7% |
| All | +49.7% | +295.0% | -245.3% | +3.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling