+681.8%
NFLX vs USB
+107.5%
+574.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.3% | -5.1% | -5.3% |
| 7D | -4.2% | +1.4% | -5.7% | -4.5% |
| 30D | +5.5% | -1.3% | +6.8% | +5.7% |
| 3M | -4.1% | +15.2% | -19.3% | -7.0% |
| 6M | -20.7% | +18.8% | -39.5% | -23.8% |
| YTD | -16.5% | +21.0% | -37.6% | -20.3% |
| 1Y | -37.8% | +34.0% | -71.8% | -42.0% |
| 3Y | +77.9% | +95.3% | -17.4% | +48.8% |
| 5Y | +32.5% | +40.4% | -7.9% | +18.6% |
| All | +681.8% | +107.5% | +574.3% | +508.3% |
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