+968.0%
SPY vs NFLX
+53,643.0%
-52,675.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | -0.3% |
| 7D | +2.6% | -2.0% | +4.6% | +2.8% |
| 30D | -2.0% | -11.9% | +10.0% | -0.5% |
| 3M | -2.8% | -20.6% | +17.8% | -0.2% |
| 6M | +2.1% | -29.0% | +31.2% | +6.1% |
| YTD | +11.5% | -33.7% | +45.2% | +16.4% |
| 1Y | +13.5% | -46.2% | +59.6% | +21.4% |
| 3Y | +77.7% | +39.8% | +37.9% | +68.1% |
| 5Y | +72.6% | -9.0% | +81.6% | +65.8% |
| 10Y | +308.2% | +441.5% | -133.3% | +218.9% |
| All | +968.0% | +53,643.0% | -52,675.0% | +319.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling