+73.4%
NFLX vs BWA
+72.9%
+0.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.9% | 0.0% | -1.9% |
| 7D | -5.0% | +4.3% | -9.3% | -5.0% |
| 30D | +3.5% | -2.9% | +6.4% | +3.5% |
| 3M | -7.1% | -12.4% | +5.3% | -7.1% |
| 6M | -22.5% | +28.6% | -51.0% | -22.9% |
| YTD | -18.1% | +48.2% | -66.3% | -20.0% |
| 1Y | -38.3% | +50.9% | -89.2% | -39.9% |
| 3Y | +73.4% | +72.2% | +1.2% | +61.6% |
| All | +73.4% | +72.9% | +0.5% | +61.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling