+76.6%
NFLX vs SO
+46.3%
+30.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.7% | -4.6% | -5.4% |
| 7D | -4.2% | -0.2% | -4.1% | -4.3% |
| 30D | +5.5% | -4.6% | +10.0% | +5.3% |
| 3M | -4.1% | -3.0% | -1.0% | -4.0% |
| 6M | -20.7% | -8.3% | -12.4% | -21.0% |
| YTD | -16.5% | +3.5% | -20.1% | -15.6% |
| 1Y | -37.8% | -0.9% | -36.8% | -37.5% |
| All | +76.6% | +46.3% | +30.3% | +87.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling