-45.8%
NFLX vs IWD
+28.5%
-74.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.7% |
| 7D | -4.4% | +1.7% | -6.1% | -5.1% |
| 30D | -11.0% | +3.2% | -14.2% | -12.1% |
| 3M | -15.5% | +2.3% | -17.8% | -16.3% |
| 6M | -28.5% | +12.9% | -41.4% | -29.6% |
| YTD | -33.1% | +26.2% | -59.4% | -33.7% |
| 1Y | -45.8% | +28.3% | -74.1% | -46.3% |
| All | -45.8% | +28.5% | -74.3% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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