-39.3%
NFLX vs BWA
+17.4%
-56.6%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -2.5% | +7.2% | +4.3% |
| 7D | +7.1% | -9.9% | +17.0% | +5.7% |
| 30D | -1.6% | -16.4% | +14.7% | -3.8% |
| 3M | -9.8% | -19.8% | +10.1% | -12.3% |
| 6M | -27.1% | -10.0% | -17.1% | -27.8% |
| YTD | -29.2% | +12.7% | -41.9% | -30.4% |
| 1Y | -39.3% | +15.7% | -54.9% | -40.4% |
| All | -39.3% | +17.4% | -56.6% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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