+73.4%
NFLX vs UL
+24.1%
+49.3%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.8% |
| 7D | -5.0% | -1.3% | -3.7% | -4.8% |
| 30D | +3.5% | +0.9% | +2.6% | +3.4% |
| 3M | -7.1% | +14.2% | -21.3% | -8.1% |
| 6M | -22.5% | -3.2% | -19.3% | -22.5% |
| YTD | -18.1% | -0.3% | -17.8% | -18.3% |
| 1Y | -38.3% | -8.8% | -29.6% | -38.2% |
| 3Y | +73.4% | +23.9% | +49.5% | +64.5% |
| All | +73.4% | +24.1% | +49.3% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 3y: compounded portfolio wealth divided by compounded UL 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…
3y analysis · Full analysis span regression · 6 months rolling