-2.7%
NFLX vs URA
+33.4%
-36.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +4.4% | -7.7% | -4.4% |
| 7D | +2.1% | -4.1% | +6.3% | +3.1% |
| 30D | -9.0% | -19.0% | +10.0% | -4.4% |
| 3M | -14.0% | -25.1% | +11.2% | -8.2% |
| 6M | -28.2% | -44.5% | +16.3% | -17.5% |
| YTD | -32.4% | -24.3% | -8.1% | -31.3% |
| 1Y | -42.2% | -28.1% | -14.1% | -40.6% |
| 3Y | +45.9% | +40.7% | +5.2% | +8.3% |
| All | -2.7% | +33.4% | -36.1% | -34.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 5y: compounded portfolio wealth divided by compounded URA 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…
5y analysis · Full analysis span regression · 6 months rolling