+29.0%
NFLX vs T
+67.4%
-38.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.9% | -3.4% | -4.9% |
| 7D | -4.2% | -1.3% | -3.0% | -3.9% |
| 30D | +5.5% | +11.4% | -5.9% | +3.0% |
| 3M | -4.1% | +14.3% | -18.3% | -7.0% |
| 6M | -20.7% | -9.3% | -11.4% | -19.2% |
| YTD | -16.5% | +7.1% | -23.6% | -18.4% |
| 1Y | -37.8% | -9.1% | -28.7% | -36.7% |
| 3Y | +77.9% | +105.3% | -27.4% | +41.6% |
| All | +29.0% | +67.4% | -38.4% | +11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside T.
Daily Out/Under-Performance
Portfolio return minus T return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × T 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 T 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