+52.6%
NFLX vs ROIV
+232.7%
-180.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.5% | -6.9% | -5.5% |
| 7D | -4.2% | +0.6% | -4.9% | -4.3% |
| 30D | +5.5% | +1.0% | +4.5% | +5.2% |
| 3M | -4.1% | +18.3% | -22.3% | -6.6% |
| 6M | -20.7% | +18.3% | -39.0% | -23.1% |
| YTD | -16.5% | +61.0% | -77.5% | -22.8% |
| 1Y | -37.8% | +177.9% | -215.7% | -47.1% |
| 3Y | +77.9% | +199.1% | -121.2% | +46.7% |
| 5Y | +32.5% | +250.7% | -218.2% | -9.7% |
| All | +52.6% | +232.7% | -180.0% | +8.1% |
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