+667.4%
NFLX vs SPXU
-99.5%
+766.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.9% | +0.6% |
| 7D | -8.1% | +6.4% | -14.4% | -5.9% |
| 30D | +1.6% | +5.9% | -4.3% | +3.9% |
| 3M | -7.3% | -11.7% | +4.4% | -10.9% |
| 6M | -21.6% | -28.7% | +7.1% | -30.0% |
| YTD | -18.9% | -26.4% | +7.4% | -26.4% |
| 1Y | -39.1% | -35.2% | -3.9% | -47.0% |
| 3Y | +71.7% | -79.8% | +151.5% | +7.1% |
| 5Y | +27.0% | -86.1% | +113.0% | -15.2% |
| All | +667.4% | -99.5% | +766.9% | +113.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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