+45.9%
NFLX vs USB
+89.5%
-43.6%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.5% | -2.8% | -3.2% |
| 7D | +2.1% | 0.0% | +2.1% | +2.2% |
| 30D | -9.0% | +5.8% | -14.9% | -9.6% |
| 3M | -14.0% | -6.0% | -8.0% | -13.4% |
| 6M | -28.2% | +7.8% | -35.9% | -28.7% |
| YTD | -32.4% | +14.6% | -47.0% | -33.5% |
| 1Y | -42.2% | +31.8% | -74.0% | -44.4% |
| 3Y | +45.9% | +91.5% | -45.7% | +32.0% |
| All | +45.9% | +89.5% | -43.6% | +32.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling