-2.7%
NFLX vs T
+52.3%
-55.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | T | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.4% | -3.1% |
| 7D | +2.1% | +1.0% | +1.1% | +1.9% |
| 30D | -9.0% | -10.6% | +1.6% | -6.6% |
| 3M | -14.0% | -7.7% | -6.2% | -12.2% |
| 6M | -28.2% | -13.3% | -14.9% | -25.8% |
| YTD | -32.4% | -8.8% | -23.6% | -31.3% |
| 1Y | -42.2% | -8.4% | -33.8% | -41.3% |
| 3Y | +45.9% | +59.6% | -13.8% | +24.1% |
| All | -2.7% | +52.3% | -55.0% | -13.1% |
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