+81.7%
SPY vs NFLX
+25.4%
+56.3%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.5% | -0.3% |
| 7D | -0.4% | -8.1% | +7.7% | +1.2% |
| 30D | -1.4% | -0.3% | -1.0% | -1.4% |
| 3M | +3.7% | -6.6% | +10.3% | +4.7% |
| 6M | +13.0% | -22.7% | +35.7% | +17.9% |
| YTD | +12.4% | -18.9% | +31.3% | +15.8% |
| 1Y | +18.5% | -39.8% | +58.3% | +29.4% |
| 3Y | +77.6% | +71.7% | +5.9% | +55.7% |
| 5Y | +81.7% | +27.2% | +54.4% | +52.5% |
| All | +81.7% | +25.4% | +56.3% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NFLX.
Daily Out/Under-Performance
Portfolio return minus NFLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NFLX 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 NFLX 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