+64,065.9%
NFLX vs TROW
+1,117.2%
+62,948.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.7% |
| 7D | -5.0% | +0.4% | -5.4% | -5.1% |
| 30D | +3.5% | -4.0% | +7.6% | +5.4% |
| 3M | -7.1% | +5.0% | -12.1% | -9.3% |
| 6M | -22.5% | +24.3% | -46.8% | -30.0% |
| YTD | -18.1% | +9.8% | -27.9% | -22.3% |
| 1Y | -38.3% | +6.4% | -44.8% | -40.8% |
| 3Y | +73.4% | +15.8% | +57.6% | +56.1% |
| 5Y | +26.7% | -37.3% | +63.9% | +48.7% |
| 10Y | +670.3% | +130.6% | +539.7% | +393.4% |
| All | +64,065.9% | +1,117.2% | +62,948.7% | +8,508.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 all: compounded portfolio wealth divided by compounded TROW 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…
all analysis · Full analysis span regression · 6 months rolling