+33.4%
NFLX vs U
-33.1%
+66.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -3.9% | -3.1% |
| 7D | -4.4% | +2.8% | -7.2% | -5.1% |
| 30D | -11.0% | +7.6% | -18.6% | -13.0% |
| 3M | -15.5% | +12.7% | -28.2% | -18.5% |
| 6M | -28.5% | +87.0% | -115.4% | -39.0% |
| YTD | -33.1% | +13.6% | -46.7% | -38.2% |
| 1Y | -45.8% | +25.3% | -71.1% | -51.4% |
| 3Y | +40.2% | +85.8% | -45.6% | +1.7% |
| 5Y | -8.2% | -74.5% | +66.3% | -4.3% |
| All | +33.4% | -33.1% | +66.5% | +15.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling