+74.4%
NFLX vs URI
+113.1%
-38.7%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.6% | -7.0% | -5.5% |
| 7D | -4.2% | -2.0% | -2.3% | -4.1% |
| 30D | +5.5% | -12.9% | +18.4% | +7.1% |
| 3M | -4.1% | -6.7% | +2.7% | -3.7% |
| 6M | -20.7% | +19.0% | -39.7% | -23.4% |
| YTD | -16.5% | +25.5% | -42.1% | -20.8% |
| 1Y | -37.8% | +5.5% | -43.3% | -38.9% |
| All | +74.4% | +113.1% | -38.7% | +51.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling