-1.0%
IWM vs NFLX
-27.0%
+26.1%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.9% | +1.2% | -1.6% |
| 7D | +2.8% | -4.4% | +7.1% | +2.8% |
| 30D | +0.6% | -11.0% | +11.7% | +0.7% |
| 3M | -7.8% | -15.5% | +7.7% | -7.6% |
| 6M | -1.0% | -28.5% | +27.5% | -4.5% |
| All | -1.0% | -27.0% | +26.1% | -4.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling