-45.8%
NFLX vs U
+19.5%
-65.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -3.9% | -2.9% |
| 7D | -4.4% | +2.8% | -7.2% | -4.6% |
| 30D | -11.0% | +7.6% | -18.6% | -11.7% |
| 3M | -15.5% | +12.7% | -28.2% | -16.5% |
| 6M | -28.5% | +87.0% | -115.4% | -31.9% |
| YTD | -33.1% | +13.6% | -46.7% | -37.3% |
| 1Y | -45.8% | +25.3% | -71.1% | -49.7% |
| All | -45.8% | +19.5% | -65.3% | -49.7% |
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