+168.0%
IWM vs NFLX
+692.7%
-524.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.2% |
| 7D | -1.1% | -8.1% | +7.0% | +0.5% |
| 30D | -3.1% | -0.3% | -2.8% | -3.2% |
| 3M | +2.2% | -6.6% | +8.8% | +3.2% |
| 6M | +15.1% | -22.7% | +37.7% | +20.3% |
| YTD | +18.6% | -18.9% | +37.5% | +22.2% |
| 1Y | +24.0% | -39.8% | +63.8% | +35.7% |
| 3Y | +63.7% | +71.7% | -8.0% | +40.7% |
| 5Y | +38.2% | +27.2% | +11.0% | +18.3% |
| All | +168.0% | +692.7% | -524.8% | +71.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling