+34.6%
NFLX vs U
-32.9%
+67.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.6% |
| 7D | -0.3% | +24.4% | -24.6% | -5.3% |
| 30D | -10.0% | +7.4% | -17.4% | -12.0% |
| 3M | -17.1% | +16.8% | -33.9% | -20.6% |
| 6M | -27.7% | +78.8% | -106.5% | -37.6% |
| YTD | -32.5% | +14.0% | -46.5% | -37.7% |
| 1Y | -43.5% | +16.7% | -60.2% | -48.5% |
| 3Y | +41.4% | +86.4% | -44.9% | +2.6% |
| 5Y | -2.2% | -71.5% | +69.3% | +0.1% |
| All | +34.6% | -32.9% | +67.5% | +16.2% |
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