+39.8%
NFLX vs XHB
+35.8%
+4.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.7% | -1.6% | -0.9% |
| 7D | -2.0% | -0.2% | -1.8% | -2.0% |
| 30D | -11.9% | +9.9% | -21.9% | -12.7% |
| 3M | -20.6% | -6.3% | -14.3% | -20.2% |
| 6M | -29.0% | +3.8% | -32.9% | -29.4% |
| YTD | -33.7% | +0.1% | -33.8% | -34.1% |
| 1Y | -46.2% | -0.8% | -45.3% | -46.4% |
| 3Y | +39.8% | +35.6% | +4.2% | +40.8% |
| All | +39.8% | +35.8% | +4.0% | +40.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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