+29.0%
NFLX vs THC
+250.3%
-221.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | THC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.6% | -5.9% | -5.5% |
| 7D | -4.2% | -0.7% | -3.6% | -4.2% |
| 30D | +5.5% | +1.3% | +4.2% | +5.1% |
| 3M | -4.1% | +64.2% | -68.3% | -13.0% |
| 6M | -20.7% | +8.3% | -29.0% | -22.4% |
| YTD | -16.5% | +33.4% | -49.9% | -22.0% |
| 1Y | -37.8% | +37.7% | -75.4% | -42.5% |
| 3Y | +77.9% | +236.8% | -158.9% | +30.0% |
| All | +29.0% | +250.3% | -221.3% | -12.0% |
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