+63.4%
NFLX vs U
-43.0%
+106.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.5% |
| 7D | -5.0% | +4.5% | -9.5% | -5.9% |
| 30D | +3.5% | -0.6% | +4.1% | +3.6% |
| 3M | -7.1% | +48.4% | -55.5% | -15.5% |
| 6M | -22.5% | +115.4% | -137.8% | -35.9% |
| YTD | -18.1% | -3.2% | -14.9% | -20.9% |
| 1Y | -38.3% | -6.0% | -32.3% | -41.0% |
| 3Y | +73.4% | +13.5% | +59.9% | +44.3% |
| 5Y | +26.7% | -68.0% | +94.7% | +29.7% |
| All | +63.4% | -43.0% | +106.4% | +47.5% |
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