-8.5%
NFLX vs TER
+71.7%
-80.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TER | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.4% | +4.5% | -0.1% |
| 7D | -2.0% | +14.4% | -16.3% | -3.9% |
| 30D | -11.9% | -30.6% | +18.6% | -7.9% |
| 3M | -20.6% | -39.2% | +18.6% | -16.0% |
| 6M | -29.0% | -31.3% | +2.3% | -29.3% |
| YTD | -33.7% | +29.1% | -62.8% | -46.7% |
| 1Y | -46.2% | +47.4% | -93.6% | -58.7% |
| 3Y | +39.8% | +191.2% | -151.4% | -27.6% |
| All | -8.5% | +71.7% | -80.3% | -48.4% |
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