+26.7%
NFLX vs V
+68.4%
-41.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.7% | -0.2% | -0.9% |
| 7D | -5.0% | -1.1% | -3.9% | -4.3% |
| 30D | +3.5% | +1.9% | +1.7% | +2.5% |
| 3M | -7.1% | +15.5% | -22.6% | -14.8% |
| 6M | -22.5% | +16.6% | -39.1% | -29.6% |
| YTD | -18.1% | +5.7% | -23.9% | -21.2% |
| 1Y | -38.3% | +8.6% | -46.9% | -41.9% |
| 3Y | +73.4% | +52.5% | +20.9% | +27.2% |
| 5Y | +26.7% | +67.1% | -40.5% | -16.2% |
| All | +26.7% | +68.4% | -41.7% | -16.2% |
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