+452.9%
NFLX vs SO
+193.6%
+259.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.5% | -1.4% | -2.6% |
| 7D | -4.4% | -0.9% | -3.4% | -4.2% |
| 30D | -11.0% | +4.9% | -16.0% | -11.7% |
| 3M | -15.5% | +0.8% | -16.3% | -15.6% |
| 6M | -28.5% | +0.6% | -29.1% | -28.6% |
| YTD | -33.1% | +8.7% | -41.8% | -34.0% |
| 1Y | -45.8% | +4.0% | -49.8% | -46.2% |
| 3Y | +40.2% | +50.6% | -10.4% | +29.8% |
| 5Y | -8.2% | +77.5% | -85.7% | -17.5% |
| All | +452.9% | +193.6% | +259.3% | +383.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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