-2.7%
NFLX vs SE
-78.9%
+76.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.1% | -3.4% | -3.3% |
| 7D | +2.1% | +2.0% | +0.1% | +1.6% |
| 30D | -9.0% | -20.0% | +11.0% | -3.9% |
| 3M | -14.0% | -31.8% | +17.8% | -5.9% |
| 6M | -28.2% | -15.9% | -12.3% | -26.2% |
| YTD | -32.4% | -40.6% | +8.3% | -24.8% |
| 1Y | -42.2% | -50.7% | +8.5% | -32.7% |
| 3Y | +45.9% | +70.3% | -24.4% | +14.8% |
| All | -2.7% | -78.9% | +76.2% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 5y: compounded portfolio wealth divided by compounded SE 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…
5y analysis · Full analysis span regression · 6 months rolling