+39.8%
NFLX vs GWW
+93.2%
-53.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | 0.0% | -0.7% |
| 7D | -2.0% | +3.6% | -5.5% | -2.5% |
| 30D | -11.9% | +12.1% | -24.1% | -13.4% |
| 3M | -20.6% | +12.9% | -33.5% | -22.0% |
| 6M | -29.0% | +19.3% | -48.3% | -31.1% |
| YTD | -33.7% | +48.7% | -82.4% | -38.1% |
| 1Y | -46.2% | +60.5% | -106.7% | -50.5% |
| 3Y | +39.8% | +93.3% | -53.5% | +25.3% |
| All | +39.8% | +93.2% | -53.5% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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