+448.2%
NFLX vs USB
+83.8%
+364.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.7% | -1.0% |
| 7D | -2.0% | +2.6% | -4.6% | -2.5% |
| 30D | -11.9% | +8.4% | -20.3% | -13.4% |
| 3M | -20.6% | -5.5% | -15.0% | -19.7% |
| 6M | -29.0% | +17.7% | -46.7% | -31.6% |
| YTD | -33.7% | +17.6% | -51.3% | -36.3% |
| 1Y | -46.2% | +33.9% | -80.0% | -49.8% |
| 3Y | +39.8% | +103.8% | -64.0% | +16.0% |
| 5Y | -9.0% | +25.6% | -34.5% | -16.8% |
| All | +448.2% | +83.8% | +364.3% | +400.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 10y: compounded portfolio wealth divided by compounded USB 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…
10y analysis · Full analysis span regression · 6 months rolling