-42.9%
NFLX vs URI
+32.9%
-75.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.9% | -6.0% | +1.4% |
| 7D | +2.6% | -4.0% | +6.6% | +2.3% |
| 30D | -9.0% | +6.8% | -15.8% | -8.6% |
| 3M | -13.7% | -2.8% | -10.9% | -13.6% |
| 6M | -26.9% | +20.9% | -47.8% | -26.3% |
| YTD | -31.8% | +40.2% | -72.0% | -31.6% |
| All | -42.9% | +32.9% | -75.8% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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