+23.7%
NFLX vs ROIV
+270.3%
-246.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +6.2% | -9.5% | -4.1% |
| 7D | +2.1% | +5.3% | -3.2% | +1.4% |
| 30D | -9.0% | +11.9% | -20.9% | -10.4% |
| 3M | -14.0% | +10.7% | -24.7% | -15.5% |
| 6M | -28.2% | +34.9% | -63.1% | -31.7% |
| YTD | -32.4% | +79.2% | -111.5% | -38.6% |
| 1Y | -42.2% | +89.0% | -131.2% | -48.0% |
| 3Y | +45.9% | +337.3% | -291.5% | +14.6% |
| 5Y | -1.8% | +402.3% | -404.1% | -33.8% |
| All | +23.7% | +270.3% | -246.6% | -14.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling