+27.2%
NFLX vs SPXU
-85.9%
+113.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -0.4% |
| 7D | -8.1% | +1.3% | -9.4% | -7.6% |
| 30D | -0.3% | +5.1% | -5.5% | +1.9% |
| 3M | -6.6% | -9.1% | +2.5% | -9.6% |
| 6M | -22.7% | -29.6% | +6.9% | -32.4% |
| YTD | -18.9% | -27.7% | +8.8% | -27.9% |
| 1Y | -39.8% | -37.0% | -2.9% | -49.4% |
| 3Y | +71.7% | -80.2% | +151.9% | -4.9% |
| 5Y | +27.2% | -86.0% | +113.3% | -21.6% |
| All | +27.2% | -85.9% | +113.1% | -21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling