+448.1%
NFLX vs BBWI
-44.4%
+492.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -0.3% | -4.2% | +4.0% | +0.3% |
| 30D | -10.0% | +24.9% | -34.9% | -12.4% |
| 3M | -17.1% | +13.2% | -30.3% | -18.6% |
| 6M | -27.7% | +12.1% | -39.8% | -29.3% |
| YTD | -32.5% | +11.1% | -43.6% | -34.5% |
| 1Y | -43.5% | +0.7% | -44.2% | -44.8% |
| 3Y | +41.4% | -23.8% | +65.2% | +38.7% |
| 5Y | -2.2% | -66.9% | +64.7% | +2.8% |
| 10Y | +448.1% | -45.3% | +493.4% | +427.5% |
| All | +448.1% | -44.4% | +492.5% | +427.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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