-37.8%
NFLX vs U
+6.4%
-44.2%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -1.0% | -4.3% | -5.3% |
| 7D | -4.2% | -3.8% | -0.4% | -4.0% |
| 30D | +5.5% | +17.5% | -12.0% | +4.1% |
| 3M | -4.1% | +38.7% | -42.8% | -6.6% |
| 6M | -20.7% | +104.4% | -125.1% | -24.7% |
| YTD | -16.5% | -5.7% | -10.9% | -18.4% |
| 1Y | -37.8% | +3.7% | -41.5% | -40.4% |
| All | -37.8% | +6.4% | -44.2% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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