+52,899.3%
NFLX vs SO
+872.0%
+52,027.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -2.9% |
| 7D | +2.1% | -1.5% | +3.6% | +2.6% |
| 30D | -9.0% | +8.1% | -17.1% | -11.3% |
| 3M | -14.0% | +0.2% | -14.2% | -14.1% |
| 6M | -28.2% | +0.4% | -28.6% | -28.4% |
| YTD | -32.4% | +8.5% | -40.9% | -34.4% |
| 1Y | -42.2% | +4.9% | -47.1% | -43.3% |
| 3Y | +45.9% | +47.9% | -2.0% | +24.9% |
| 5Y | -1.8% | +75.7% | -77.5% | -22.0% |
| 10Y | +419.6% | +178.0% | +241.6% | +218.5% |
| All | +52,899.3% | +872.0% | +52,027.3% | +15,091.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling