-38.3%
NFLX vs IWD
+28.8%
-67.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.6% |
| 7D | -5.0% | -0.2% | -4.8% | -4.9% |
| 30D | +3.5% | -0.8% | +4.3% | +3.9% |
| 3M | -7.1% | +8.0% | -15.1% | -7.9% |
| 6M | -22.5% | +18.2% | -40.7% | -24.9% |
| YTD | -18.1% | +22.3% | -40.5% | -20.5% |
| 1Y | -38.3% | +28.9% | -67.2% | -40.3% |
| All | -38.3% | +28.8% | -67.1% | -40.3% |
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