+70.7%
NFLX vs USHY
+27.6%
+43.1%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.8% | -0.7% |
| 7D | -8.1% | -0.1% | -8.0% | -7.9% |
| 30D | -0.3% | 0.0% | -0.3% | -0.2% |
| 3M | -6.6% | +0.8% | -7.5% | -7.8% |
| 6M | -22.7% | +1.9% | -24.6% | -25.0% |
| YTD | -18.9% | +2.3% | -21.2% | -21.9% |
| 1Y | -39.8% | +4.1% | -44.0% | -44.0% |
| All | +70.7% | +27.6% | +43.1% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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