+29.0%
NFLX vs TER
+197.9%
-168.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +5.5% | -10.8% | -6.3% |
| 7D | -4.2% | +0.6% | -4.9% | -4.4% |
| 30D | +5.5% | -8.3% | +13.7% | +6.4% |
| 3M | -4.1% | -12.2% | +8.2% | -4.9% |
| 6M | -20.7% | +17.1% | -37.8% | -28.8% |
| YTD | -16.5% | +84.7% | -101.2% | -35.2% |
| 1Y | -37.8% | +199.9% | -237.7% | -59.5% |
| 3Y | +77.9% | +232.8% | -154.9% | +0.9% |
| All | +29.0% | +197.9% | -168.9% | -28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling