+12,972.0%
NFLX vs SPXU
-100.0%
+13,072.0%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.7% | -3.6% | -1.3% |
| 7D | -5.0% | -1.5% | -3.5% | -5.4% |
| 30D | +3.5% | +3.7% | -0.2% | +5.1% |
| 3M | -7.1% | -9.6% | +2.5% | -9.9% |
| 6M | -22.5% | -32.4% | +9.9% | -31.9% |
| YTD | -18.1% | -28.7% | +10.6% | -26.3% |
| 1Y | -38.3% | -38.2% | -0.1% | -47.1% |
| 3Y | +73.4% | -80.4% | +153.8% | +8.9% |
| 5Y | +26.7% | -86.0% | +112.7% | -13.6% |
| 10Y | +670.3% | -99.5% | +769.8% | +138.0% |
| All | +12,972.0% | -100.0% | +13,072.0% | +1,480.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling