-38.3%
NFLX vs U
-3.2%
-35.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.6% | -4.5% | -2.1% |
| 7D | -5.0% | +4.5% | -9.5% | -5.3% |
| 30D | +3.5% | -0.6% | +4.1% | +3.6% |
| 3M | -7.1% | +48.4% | -55.5% | -10.1% |
| 6M | -22.5% | +115.4% | -137.8% | -26.8% |
| YTD | -18.1% | -3.2% | -14.9% | -20.1% |
| 1Y | -38.3% | -6.0% | -32.3% | -40.1% |
| All | -38.3% | -3.2% | -35.1% | -40.1% |
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