+73.4%
NFLX vs XME
+136.1%
-62.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.1% |
| 7D | -5.0% | +3.6% | -8.6% | -5.6% |
| 30D | +3.5% | +3.6% | -0.1% | +2.8% |
| 3M | -7.1% | +1.2% | -8.3% | -7.5% |
| 6M | -22.5% | +9.0% | -31.5% | -24.6% |
| YTD | -18.1% | +15.9% | -34.0% | -22.4% |
| 1Y | -38.3% | +43.2% | -81.5% | -45.5% |
| 3Y | +73.4% | +137.4% | -64.0% | +33.3% |
| All | +73.4% | +136.1% | -62.8% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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