+39.8%
NFLX vs V
+77.7%
-38.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.5% |
| 7D | -2.0% | +0.9% | -2.9% | -2.4% |
| 30D | -11.9% | +9.0% | -20.9% | -15.4% |
| 3M | -20.6% | +16.7% | -37.3% | -26.0% |
| 6M | -29.0% | +33.4% | -62.4% | -37.6% |
| YTD | -33.7% | +22.4% | -56.1% | -39.6% |
| 1Y | -46.2% | +27.7% | -73.8% | -52.0% |
| 3Y | +39.8% | +78.0% | -38.2% | -2.0% |
| All | +39.8% | +77.7% | -38.0% | -2.0% |
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