+713.6%
IWM vs NFLX
+67,565.1%
-66,851.5%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NFLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.3% | +5.6% | +1.1% |
| 7D | +0.1% | -4.2% | +4.3% | +0.7% |
| 30D | -1.3% | +5.5% | -6.7% | -2.1% |
| 3M | +1.6% | -4.1% | +5.7% | +1.9% |
| 6M | +13.6% | -20.7% | +34.2% | +16.9% |
| YTD | +20.8% | -16.5% | +37.3% | +23.0% |
| 1Y | +26.4% | -37.8% | +64.2% | +34.1% |
| 3Y | +60.7% | +77.9% | -17.2% | +44.3% |
| 5Y | +38.2% | +32.5% | +5.7% | +24.5% |
| 10Y | +169.5% | +703.6% | -534.1% | +84.5% |
| All | +713.6% | +67,565.1% | -66,851.5% | +141.1% |
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