+55,390.1%
NFLX vs USB
+477.8%
+54,912.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +1.9% | +2.8% | +4.2% |
| 7D | +7.1% | +2.4% | +4.7% | +6.4% |
| 30D | -1.6% | +6.6% | -8.2% | -3.4% |
| 3M | -9.8% | -4.1% | -5.7% | -8.8% |
| 6M | -27.1% | +12.5% | -39.5% | -29.6% |
| YTD | -29.2% | +17.6% | -46.8% | -32.7% |
| 1Y | -39.3% | +36.5% | -75.8% | -44.7% |
| 3Y | +53.6% | +95.4% | -41.8% | +23.7% |
| 5Y | -0.7% | +26.1% | -26.8% | -10.9% |
| 10Y | +444.0% | +101.3% | +342.8% | +300.7% |
| All | +55,390.1% | +477.8% | +54,912.3% | +18,588.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling