-39.3%
NFLX vs U
+17.5%
-56.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +4.9% | -0.2% | +4.3% |
| 7D | +7.1% | +7.5% | -0.4% | +6.5% |
| 30D | -1.6% | -7.0% | +5.4% | -1.3% |
| 3M | -9.8% | +20.6% | -30.3% | -11.1% |
| 6M | -27.1% | +53.2% | -80.2% | -29.3% |
| YTD | -29.2% | -3.9% | -25.3% | -31.9% |
| 1Y | -39.3% | +18.4% | -57.6% | -42.3% |
| All | -39.3% | +17.5% | -56.8% | -42.3% |
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