+409.0%
NFLX vs RY
+360.6%
+48.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.3% | -2.0% | -2.7% |
| 7D | +2.1% | -0.9% | +3.0% | +2.6% |
| 30D | -9.0% | +5.9% | -14.9% | -11.5% |
| 3M | -14.0% | -4.3% | -9.7% | -12.3% |
| 6M | -28.2% | +12.1% | -40.3% | -32.4% |
| YTD | -32.4% | +20.3% | -52.6% | -38.7% |
| 1Y | -42.2% | +41.0% | -83.2% | -51.8% |
| 3Y | +45.9% | +157.5% | -111.7% | -11.4% |
| 5Y | -1.8% | +123.2% | -125.0% | -36.0% |
| All | +409.0% | +360.6% | +48.4% | +169.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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