+681.4%
NFLX vs RRX
+228.4%
+453.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.7% | -1.9% | +1.0% |
| 7D | -1.1% | -0.3% | -0.7% | -1.0% |
| 30D | +4.3% | -6.1% | +10.4% | +5.6% |
| 3M | -4.8% | -23.1% | +18.3% | -0.7% |
| 6M | -18.4% | -19.5% | +1.1% | -17.2% |
| YTD | -17.4% | +16.1% | -33.5% | -24.8% |
| 1Y | -35.7% | +12.9% | -48.6% | -41.3% |
| 3Y | +73.8% | +7.9% | +65.9% | +52.2% |
| 5Y | +29.3% | +19.1% | +10.2% | +7.3% |
| All | +681.4% | +228.4% | +453.0% | +361.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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