+681.4%
NFLX vs TRU
+147.2%
+534.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.9% | +1.5% |
| 7D | -1.1% | -2.7% | +1.6% | -0.1% |
| 30D | +4.3% | -2.0% | +6.3% | +5.1% |
| 3M | -4.8% | +18.4% | -23.2% | -10.7% |
| 6M | -18.4% | +8.9% | -27.3% | -21.8% |
| YTD | -17.4% | -8.9% | -8.5% | -16.1% |
| 1Y | -35.7% | -15.9% | -19.8% | -33.2% |
| 3Y | +73.8% | -1.1% | +74.9% | +58.7% |
| 5Y | +29.3% | -35.2% | +64.5% | +37.4% |
| All | +681.4% | +147.2% | +534.3% | +408.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 10y: compounded portfolio wealth divided by compounded TRU 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…
10y analysis · Full analysis span regression · 6 months rolling