+76.6%
NFLX vs TLT
-0.7%
+77.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.2% | -5.5% | -5.3% |
| 7D | -4.2% | -0.4% | -3.8% | -4.3% |
| 30D | +5.5% | -0.6% | +6.0% | +5.4% |
| 3M | -4.1% | -2.7% | -1.3% | -4.3% |
| 6M | -20.7% | -5.6% | -15.1% | -21.1% |
| YTD | -16.5% | -2.8% | -13.8% | -16.7% |
| 1Y | -37.8% | -1.4% | -36.3% | -37.8% |
| All | +76.6% | -0.7% | +77.3% | +75.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TLT.
Daily Out/Under-Performance
Portfolio return minus TLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TLT 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 TLT 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