+70.7%
NFLX vs TRV
+140.3%
-69.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.0% |
| 7D | -8.1% | +0.2% | -8.3% | -8.1% |
| 30D | -0.3% | -2.3% | +2.0% | -0.1% |
| 3M | -6.6% | +22.7% | -29.3% | -9.2% |
| 6M | -22.7% | +21.9% | -44.6% | -24.8% |
| YTD | -18.9% | +27.5% | -46.4% | -21.6% |
| 1Y | -39.8% | +36.2% | -76.1% | -42.4% |
| All | +70.7% | +140.3% | -69.6% | +77.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 TRV 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