+73.4%
NFLX vs V
+52.2%
+21.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -1.1% |
| 7D | -5.0% | -1.1% | -3.9% | -4.5% |
| 30D | +3.5% | +1.9% | +1.7% | +2.8% |
| 3M | -7.1% | +15.5% | -22.6% | -12.5% |
| 6M | -22.5% | +16.6% | -39.1% | -27.4% |
| YTD | -18.1% | +5.7% | -23.9% | -20.1% |
| 1Y | -38.3% | +8.6% | -46.9% | -40.6% |
| 3Y | +73.4% | +52.5% | +20.9% | +46.8% |
| All | +73.4% | +52.2% | +21.2% | +46.8% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 V 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