+18.9%
IWM vs NFLX
-39.6%
+58.6%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +4.7% | -3.2% | +1.6% |
| 7D | +1.0% | +7.1% | -6.1% | +1.1% |
| 30D | +0.2% | -1.6% | +1.9% | +0.2% |
| 3M | -5.6% | -9.8% | +4.1% | -5.7% |
| 6M | +2.7% | -27.1% | +29.8% | +1.8% |
| YTD | +16.2% | -29.2% | +45.4% | +13.6% |
| 1Y | +18.9% | -39.3% | +58.2% | +16.4% |
| All | +18.9% | -39.6% | +58.6% | +16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling