+24.7%
NFLX vs ROIV
+287.3%
-262.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.8% | +0.3% |
| 7D | +2.6% | +13.3% | -10.7% | +0.9% |
| 30D | -9.0% | +14.8% | -23.8% | -10.7% |
| 3M | -13.7% | +11.9% | -25.7% | -15.4% |
| 6M | -26.9% | +42.4% | -69.3% | -31.0% |
| YTD | -31.8% | +87.4% | -119.2% | -38.4% |
| 1Y | -42.1% | +97.2% | -139.3% | -48.1% |
| 3Y | +47.0% | +375.7% | -328.7% | +14.2% |
| 5Y | -2.5% | +379.0% | -381.5% | -34.6% |
| All | +24.7% | +287.3% | -262.6% | -13.7% |
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