+74.4%
NFLX vs TER
+234.6%
-160.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.5% | -10.8% | -5.5% |
| 7D | -4.2% | +0.6% | -4.9% | -4.3% |
| 30D | +5.5% | -8.3% | +13.7% | +5.7% |
| 3M | -4.1% | -12.2% | +8.2% | -4.5% |
| 6M | -20.7% | +17.1% | -37.8% | -24.0% |
| YTD | -16.5% | +84.7% | -101.2% | -25.3% |
| 1Y | -37.8% | +199.9% | -237.7% | -49.1% |
| All | +74.4% | +234.6% | -160.2% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TER.
Daily Out/Under-Performance
Portfolio return minus TER return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TER 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 3y: compounded portfolio wealth divided by compounded TER 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…
3y analysis · Full analysis span regression · 6 months rolling