+667.4%
NFLX vs UUUU
+495.2%
+172.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.3% | +6.3% | +0.7% |
| 7D | -8.1% | -5.0% | -3.0% | -7.5% |
| 30D | +1.6% | -7.8% | +9.4% | +2.4% |
| 3M | -7.3% | -0.4% | -6.9% | -7.9% |
| 6M | -21.6% | -32.9% | +11.3% | -19.2% |
| YTD | -18.9% | -6.3% | -12.7% | -21.6% |
| 1Y | -39.1% | +7.9% | -47.0% | -43.6% |
| 3Y | +71.7% | +85.2% | -13.5% | +39.3% |
| 5Y | +27.0% | +97.0% | -70.0% | -2.4% |
| All | +667.4% | +495.2% | +172.2% | +348.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling