+27.2%
NFLX vs TE
-43.0%
+70.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.0% | +2.0% | -0.8% |
| 7D | -8.1% | +15.0% | -23.1% | -9.0% |
| 30D | -0.3% | -7.5% | +7.2% | -0.1% |
| 3M | -6.6% | -42.0% | +35.4% | -4.4% |
| 6M | -22.7% | -31.4% | +8.8% | -23.5% |
| YTD | -18.9% | -26.5% | +7.6% | -21.3% |
| 1Y | -39.8% | +153.1% | -192.9% | -50.1% |
| 3Y | +71.7% | -20.7% | +92.4% | +61.7% |
| 5Y | +27.2% | -45.4% | +72.7% | +19.9% |
| All | +27.2% | -43.0% | +70.3% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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