-2.7%
NFLX vs USB
+21.6%
-24.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -10.3% |
| 3M | -14.0% | -6.0% | -8.0% | -12.7% |
| 6M | -28.2% | +7.8% | -35.9% | -29.7% |
| YTD | -32.4% | +14.6% | -47.0% | -35.2% |
| 1Y | -42.2% | +31.8% | -74.0% | -46.9% |
| 3Y | +45.9% | +91.5% | -45.7% | +14.7% |
| All | -2.7% | +21.6% | -24.2% | -7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling