-2.7%
NFLX vs URI
+166.6%
-169.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.1% | -4.4% | -3.6% |
| 7D | +2.1% | -9.8% | +11.9% | +4.8% |
| 30D | -9.0% | +1.7% | -10.8% | -9.8% |
| 3M | -14.0% | -9.1% | -4.9% | -12.3% |
| 6M | -28.2% | +9.9% | -38.0% | -31.4% |
| YTD | -32.4% | +31.2% | -63.6% | -40.5% |
| 1Y | -42.2% | +25.9% | -68.1% | -48.5% |
| 3Y | +45.9% | +147.4% | -101.5% | -10.3% |
| All | -2.7% | +166.6% | -169.2% | -50.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling