+1.5%
NFLX vs USB
+22.2%
-20.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.1% | +0.8% | -0.7% |
| 7D | +5.7% | -1.5% | +7.1% | +6.1% |
| 30D | -4.6% | +4.3% | -8.9% | -5.6% |
| 3M | -11.6% | -6.1% | -5.6% | -10.3% |
| 6M | -25.4% | +9.4% | -34.8% | -27.3% |
| YTD | -30.1% | +15.2% | -45.2% | -33.1% |
| 1Y | -40.3% | +32.8% | -73.1% | -45.3% |
| 3Y | +51.6% | +91.3% | -39.7% | +19.3% |
| 5Y | +1.5% | +22.7% | -21.1% | -4.0% |
| All | +1.5% | +22.2% | -20.7% | -4.0% |
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 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