-39.3%
NFLX vs TRI
-22.4%
-16.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.4% | -1.7% | +3.3% |
| 7D | +7.1% | +1.0% | +6.1% | +6.6% |
| 30D | -1.6% | +20.8% | -22.4% | -6.1% |
| 3M | -9.8% | +8.1% | -17.9% | -12.1% |
| 6M | -27.1% | +24.2% | -51.2% | -31.5% |
| YTD | -29.2% | -7.8% | -21.4% | -32.8% |
| 1Y | -39.3% | -16.7% | -22.6% | -42.9% |
| All | -39.3% | -22.4% | -16.8% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling