-8.5%
NFLX vs SPXU
-83.3%
+74.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.2% | -2.1% | -0.4% |
| 7D | -2.0% | -7.6% | +5.6% | -4.9% |
| 30D | -11.9% | +5.3% | -17.3% | -9.6% |
| 3M | -20.6% | +9.6% | -30.2% | -16.9% |
| 6M | -29.0% | -4.5% | -24.5% | -29.4% |
| YTD | -33.7% | -25.9% | -7.8% | -40.1% |
| 1Y | -46.2% | -28.9% | -17.3% | -52.2% |
| 3Y | +39.8% | -80.5% | +120.3% | -24.1% |
| All | -8.5% | -83.3% | +74.7% | -40.6% |
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