-2.7%
NFLX vs V
+101.0%
-103.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | 0.0% | -3.3% | -3.3% |
| 7D | +2.1% | +2.2% | 0.0% | +0.7% |
| 30D | -9.0% | +13.6% | -22.6% | -16.2% |
| 3M | -14.0% | +14.3% | -28.2% | -21.0% |
| 6M | -28.2% | +33.1% | -61.3% | -40.2% |
| YTD | -32.4% | +21.2% | -53.6% | -40.5% |
| 1Y | -42.2% | +26.4% | -68.6% | -50.7% |
| 3Y | +45.9% | +77.6% | -31.7% | -5.6% |
| All | -2.7% | +101.0% | -103.7% | -43.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling