-2.7%
NFLX vs THC
+274.4%
-277.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.1% | -2.2% | -3.1% |
| 7D | +2.1% | +3.7% | -1.5% | +1.4% |
| 30D | -9.0% | +9.0% | -18.1% | -10.5% |
| 3M | -14.0% | +10.4% | -24.4% | -15.7% |
| 6M | -28.2% | +45.7% | -73.8% | -33.5% |
| YTD | -32.4% | +42.6% | -74.9% | -37.7% |
| 1Y | -42.2% | +38.8% | -81.0% | -46.5% |
| 3Y | +45.9% | +418.8% | -373.0% | -4.3% |
| All | -2.7% | +274.4% | -277.0% | -35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside THC.
Daily Out/Under-Performance
Portfolio return minus THC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × THC 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 THC 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