+53,843.8%
NFLX vs BWA
+788.5%
+53,055.3%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.6% | +0.4% | +1.5% |
| 7D | -2.8% | +1.7% | -4.5% | -3.4% |
| 30D | -8.6% | -14.6% | +6.0% | -4.1% |
| 3M | -13.7% | -26.2% | +12.5% | -5.6% |
| 6M | -24.5% | -18.4% | -6.1% | -21.0% |
| YTD | -31.2% | +14.7% | -45.8% | -37.5% |
| 1Y | -43.2% | +13.3% | -56.5% | -48.3% |
| 3Y | +44.3% | +64.7% | -20.4% | +10.9% |
| 5Y | -1.9% | +32.2% | -34.0% | -20.2% |
| 10Y | +462.3% | +96.8% | +365.5% | +254.0% |
| All | +53,843.8% | +788.5% | +53,055.3% | +8,906.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling