+43.9%
NFLX vs S
-57.7%
+101.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | S | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.0% | -1.0% |
| 7D | -8.1% | -1.2% | -6.9% | -7.8% |
| 30D | -0.3% | -12.6% | +12.2% | +2.4% |
| 3M | -6.6% | +27.6% | -34.2% | -13.1% |
| 6M | -22.7% | +35.5% | -58.1% | -30.0% |
| YTD | -18.9% | +29.6% | -48.5% | -26.1% |
| 1Y | -39.8% | +8.1% | -47.9% | -42.9% |
| 3Y | +71.7% | +14.8% | +56.9% | +49.5% |
| 5Y | +27.2% | -70.6% | +97.8% | +38.3% |
| All | +43.9% | -57.7% | +101.7% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside S.
Daily Out/Under-Performance
Portfolio return minus S return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × S 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 S 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